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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 | $68,044 | $227,291-70.1% | $214,702-68.3% | $155,188-56.2% |
| Participation rate | 61.5% | 88.0%-26.4pp | 87.5%-25.9pp | 80.8%-19.3pp |
| Annual return | 13.36% | 60.08%-46.7pp | 54.55%-41.2pp | 148.84%-135.5pp |
| Employer contribution / active EE | $1,564 | $6,772-76.9% | $6,461-75.8% | $4,248-63.2% |
| Participant deferral / active EE | $2,442 | $9,582-74.5% | $9,147-73.3% | $6,531-62.6% |
| Admin fee / account holder | $6,923 | $20,413-66.1% | $19,830-65.1% | $14,480-52.2% |