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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 | $80,295 | $107,941-25.6% | $91,994-12.7% | $152,897-47.5% |
| Participation rate | 55.6% | 81.2%-25.6pp | 78.6%-23.1pp | 82.5%-26.9pp |
| Annual return | 21.07% | 89.28%-68.2pp | 69.04%-48.0pp | 345.43%-324.4pp |
| Employer contribution / active EE | $845 | $4,212-79.9% | $3,453-75.5% | $4,764-82.3% |
| Participant deferral / active EE | $1,557 | $6,366-75.5% | $5,924-73.7% | $5,851-73.4% |
| Admin fee / account holder | $352 | $10,521-96.7% | $7,744-95.4% | $11,599-97.0% |