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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,320 | $162,136-88.7% | $152,301-88.0% | $154,746-88.2% |
| Participation rate | 56.5% | 84.1%-27.6pp | 82.4%-25.9pp | 80.7%-24.2pp |
| Annual return | 24.51% | 91.02%-66.5pp | 80.50%-56.0pp | 172.34%-147.8pp |
| Employer contribution / active EE | $1,293 | $4,890-73.6% | $4,624-72.0% | $4,379-70.5% |
| Participant deferral / active EE | $2,216 | $8,341-73.4% | $8,004-72.3% | $6,730-67.1% |
| Admin fee / account holder | $1,171 | $15,759-92.6% | $14,398-91.9% | $14,365-91.8% |