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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 | $42,880 | $183,627-76.6% | $155,602-72.4% | $145,978-70.6% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 11.08% | 61.32%-50.2pp | 64.81%-53.7pp | 550.52%-539.4pp |
| Employer contribution / active EE | $1,362 | $5,316-74.4% | $4,675-70.9% | $4,662-70.8% |
| Participant deferral / active EE | $1,714 | $6,466-73.5% | $5,629-69.5% | $6,690-74.4% |
| Admin fee / account holder | $2,221 | $19,327-88.5% | $15,923-86.1% | $13,400-83.4% |