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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 | $91,625 | $160,070-42.8% | $147,117-37.7% | $145,897-37.2% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 16.87% | 98.69%-81.8pp | 420.54%-403.7pp | 552.29%-535.4pp |
| Employer contribution / active EE | $1,605 | $5,285-69.6% | $4,932-67.5% | $4,663-65.6% |
| Participant deferral / active EE | $1,722 | $8,419-79.6% | $8,065-78.7% | $6,689-74.3% |
| Admin fee / account holder | $745 | $15,035-95.0% | $12,993-94.3% | $13,390-94.4% |