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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 | $54,313 | $160,070-66.1% | $147,117-63.1% | $145,897-62.8% |
| Participation rate | 36.8% | 84.0%-47.2pp | 82.2%-45.3pp | 80.3%-43.5pp |
| Annual return | 16.21% | 98.69%-82.5pp | 420.54%-404.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $1,230 | $5,285-76.7% | $4,932-75.1% | $4,663-73.6% |
| Participant deferral / active EE | $1,948 | $8,419-76.9% | $8,065-75.8% | $6,689-70.9% |
| Admin fee / account holder | $8,119 | $15,035-46.0% | $12,993-37.5% | $13,390-39.4% |