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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 | $36,771 | $125,184-70.6% | $105,607-65.2% | $145,884-74.8% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 11.33% | 225.00%-213.7pp | 116.11%-104.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $863 | $3,720-76.8% | $3,167-72.8% | $4,662-81.5% |
| Participant deferral / active EE | $1,032 | $5,714-81.9% | $5,011-79.4% | $6,690-84.6% |
| Admin fee / account holder | $1,568 | $17,133-90.8% | $10,958-85.7% | $13,392-88.3% |