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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 | $136,345 | $212,386-35.8% | $199,883-31.8% | $138,895-1.8% |
| Participation rate | 54.5% | 87.4%-32.8pp | 86.8%-32.2pp | 79.9%-25.4pp |
| Annual return | 68.27% | 47.75%+20.5pp | 43.81%+24.5pp | 145.39%-77.1pp |
| Employer contribution / active EE | $1,755 | $6,625-73.5% | $6,261-72.0% | $4,194-58.2% |
| Participant deferral / active EE | $2,333 | $9,617-75.7% | $9,138-74.5% | $6,396-63.5% |
| Admin fee / account holder | $24,027 | $18,233+31.8% | $17,268+39.1% | $12,562+91.3% |