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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 | $27,168 | $160,028-83.0% | $147,080-81.5% | $145,884-81.4% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.6pp | 80.3%-27.7pp |
| Annual return | 13.54% | 98.60%-85.1pp | 420.17%-406.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $1,433 | $5,286-72.9% | $4,933-70.9% | $4,662-69.3% |
| Participant deferral / active EE | $2,147 | $8,422-74.5% | $8,066-73.4% | $6,690-67.9% |
| Admin fee / account holder | $1,413 | $15,030-90.6% | $12,989-89.1% | $13,392-89.4% |