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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 | $68,920 | $160,028-56.9% | $147,080-53.1% | $145,884-52.8% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 22.00% | 98.60%-76.6pp | 420.17%-398.2pp | 551.85%-529.9pp |
| Employer contribution / active EE | $1,793 | $5,286-66.1% | $4,933-63.7% | $4,662-61.5% |
| Participant deferral / active EE | $2,241 | $8,422-73.4% | $8,066-72.2% | $6,690-66.5% |
| Admin fee / account holder | $2,474 | $15,030-83.5% | $12,989-81.0% | $13,392-81.5% |