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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 | $25,138 | $107,363-76.6% | $92,909-72.9% | $152,897-83.6% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.5%-40.3pp |
| Annual return | 20.08% | 145.63%-125.5pp | 109.44%-89.4pp | 345.43%-325.3pp |
| Employer contribution / active EE | $957 | $4,222-77.3% | $3,653-73.8% | $4,764-79.9% |
| Participant deferral / active EE | $1,215 | $4,848-74.9% | $4,238-71.3% | $5,851-79.2% |
| Admin fee / account holder | $619 | $7,082-91.3% | $5,795-89.3% | $11,599-94.7% |