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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 | $23,016 | $114,119-79.8% | $107,187-78.5% | $138,895-83.4% |
| Participation rate | 61.5% | 78.1%-16.5pp | 75.0%-13.5pp | 79.9%-18.4pp |
| Annual return | 20.73% | 273.21%-252.5pp | 204.55%-183.8pp | 145.39%-124.7pp |
| Employer contribution / active EE | $1,273 | $4,059-68.6% | $3,782-66.4% | $4,194-69.7% |
| Participant deferral / active EE | $1,485 | $5,538-73.2% | $5,096-70.9% | $6,396-76.8% |
| Admin fee / account holder | $2,610 | $10,024-74.0% | $9,162-71.5% | $12,562-79.2% |