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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 | $106,609 | $156,398-31.8% | $147,318-27.6% | $138,895-23.2% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.2pp | 79.9%-37.1pp |
| Annual return | 16.09% | 78.75%-62.7pp | 70.43%-54.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,236 | $4,853-74.5% | $4,593-73.1% | $4,194-70.5% |
| Participant deferral / active EE | $2,040 | $8,237-75.2% | $7,906-74.2% | $6,396-68.1% |
| Admin fee / account holder | $2,440 | $14,976-83.7% | $13,708-82.2% | $12,562-80.6% |