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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 | $81,320 | $165,381-50.8% | $149,730-45.7% | $158,966-48.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 9.59% | 348.29%-338.7pp | 276.70%-267.1pp | 302.95%-293.4pp |
| Employer contribution / active EE | $1,364 | $5,104-73.3% | $4,645-70.6% | $4,762-71.4% |
| Participant deferral / active EE | $1,804 | $7,182-74.9% | $6,843-73.6% | $5,983-69.8% |
| Admin fee / account holder | $5,275 | $10,809-51.2% | $9,310-43.3% | $11,250-53.1% |