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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 | $54,117 | $114,013-52.5% | $103,693-47.8% | $155,188-65.1% |
| Participation rate | 64.7% | 75.2%-10.5pp | 72.6%-7.9pp | 80.8%-16.1pp |
| Annual return | 16.11% | 49.31%-33.2pp | 47.61%-31.5pp | 148.84%-132.7pp |
| Employer contribution / active EE | $13,335 | $3,131+325.9% | $2,920+356.6% | $4,248+213.9% |
| Participant deferral / active EE | $0 | $4,970-100.0% | $4,579-100.0% | $6,531-100.0% |
| Admin fee / account holder | $665 | $8,407-92.1% | $7,858-91.5% | $14,480-95.4% |