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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 | $41,548 | $156,398-73.4% | $147,318-71.8% | $138,895-70.1% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 16.70% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,593 | $4,853-67.2% | $4,593-65.3% | $4,194-62.0% |
| Participant deferral / active EE | $2,267 | $8,237-72.5% | $7,906-71.3% | $6,396-64.6% |
| Admin fee / account holder | $1,849 | $14,976-87.7% | $13,708-86.5% | $12,562-85.3% |