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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 | $67,273 | $148,629-54.7% | $135,982-50.5% | $139,487-51.8% |
| Participation rate | 65.2% | 83.9%-18.6pp | 81.9%-16.7pp | 80.3%-15.1pp |
| Annual return | 41.18% | 79.33%-38.1pp | 68.32%-27.1pp | 373.84%-332.7pp |
| Employer contribution / active EE | $1,180 | $5,247-77.5% | $4,859-75.7% | $4,755-75.2% |
| Participant deferral / active EE | $2,112 | $8,102-73.9% | $7,760-72.8% | $6,713-68.5% |
| Admin fee / account holder | $1,035 | $12,406-91.7% | $10,767-90.4% | $11,407-90.9% |