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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 | $223,823-69.6% | $211,142-67.8% | $154,746-56.0% |
| Participation rate | 61.5% | 87.9%-26.3pp | 87.3%-25.8pp | 80.7%-19.2pp |
| Annual return | 13.36% | 50.39%-37.0pp | 46.84%-33.5pp | 172.34%-159.0pp |
| Employer contribution / active EE | $1,564 | $6,787-77.0% | $6,442-75.7% | $4,379-64.3% |
| Participant deferral / active EE | $2,442 | $9,750-75.0% | $9,284-73.7% | $6,730-63.7% |
| Admin fee / account holder | $6,923 | $19,707-64.9% | $19,076-63.7% | $14,365-51.8% |