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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 | $20,019 | $154,228-87.0% | $145,433-86.2% | $137,256-85.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 19.03% | 74.59%-55.6pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $950 | $4,804-80.2% | $4,554-79.2% | $4,156-77.2% |
| Participant deferral / active EE | $1,302 | $8,216-84.2% | $7,897-83.5% | $6,407-79.7% |
| Admin fee / account holder | $3,378 | $14,344-76.4% | $13,129-74.3% | $12,270-72.5% |