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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 | $55,812 | $176,120-68.3% | $159,487-65.0% | $167,553-66.7% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 10.74% | 331.95%-321.2pp | 263.71%-253.0pp | 478.89%-468.2pp |
| Employer contribution / active EE | $2,146 | $5,299-59.5% | $4,831-55.6% | $4,840-55.7% |
| Participant deferral / active EE | $2,435 | $7,752-68.6% | $7,354-66.9% | $6,343-61.6% |
| Admin fee / account holder | $604 | $12,561-95.2% | $10,804-94.4% | $12,316-95.1% |