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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 | $36,256 | $209,847-82.7% | $189,520-80.9% | $167,518-78.4% |
| Participation rate | 53.8% | 88.7%-34.8pp | 87.8%-34.0pp | 82.1%-28.3pp |
| Annual return | 26.11% | 748.45%-722.3pp | 555.25%-529.1pp | 478.71%-452.6pp |
| Employer contribution / active EE | $1,684 | $6,913-75.6% | $6,161-72.7% | $4,838-65.2% |
| Participant deferral / active EE | $3,183 | $8,934-64.4% | $8,220-61.3% | $6,342-49.8% |
| Admin fee / account holder | $1,522 | $14,295-89.4% | $12,046-87.4% | $12,312-87.6% |