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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 | $88,137-11.1% | $164,975-52.5% | $74,429+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 | 70.12%-58.4pp | 1368.38%-1356.7pp |
| Employer contribution / active EE | $5,569 | $2,597+114.4% | $4,343+28.2% | $2,625+112.2% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $3,778 | $2,231+69.3% | $12,688-70.2% | $1,944+94.3% |