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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 | $22,454 | $135,956-83.5% | $123,894-81.9% | $273,972-91.8% |
| Participation rate | 68.8% | 84.1%-15.3pp | 81.4%-12.7pp | 83.0%-14.3pp |
| Annual return | 147.57% | 56.63%+90.9pp | 47.52%+100.1pp | 41.46%+106.1pp |
| Employer contribution / active EE | $1,162 | $5,170-77.5% | $4,617-74.8% | $4,869-76.1% |
| Participant deferral / active EE | $1,944 | $6,343-69.3% | $5,984-67.5% | $5,287-63.2% |
| Admin fee / account holder | $619 | $9,817-93.7% | $8,357-92.6% | $10,133-93.9% |