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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 | $46,534 | $138,076-66.3% | $123,553-62.3% | $135,380-65.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 3.41% | 153.70%-150.3pp | 119.21%-115.8pp | 519.81%-516.4pp |
| Employer contribution / active EE | $2,771 | $5,152-46.2% | $4,628-40.1% | $4,779-42.0% |
| Participant deferral / active EE | $1,154 | $6,800-83.0% | $6,426-82.0% | $5,609-79.4% |
| Admin fee / account holder | $1,177 | $10,917-89.2% | $9,284-87.3% | $10,828-89.1% |