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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 | $78,377 | $88,186-11.1% | $165,071-52.5% | $74,459+5.3% |
| Participation rate | 63.8% | 73.1%-9.3pp | 78.6%-14.8pp | 67.2%-3.4pp |
| Annual return | 11.69% | 17.13%-5.4pp | 70.17%-58.5pp | 1369.70%-1358.0pp |
| Employer contribution / active EE | $5,569 | $2,600+114.2% | $4,347+28.1% | $2,626+112.1% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $3,778 | $2,234+69.1% | $12,695-70.2% | $1,945+94.2% |