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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 | $72,926 | $157,304-53.6% | $141,197-48.4% | $152,909-52.3% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 21.27% | 64.34%-43.1pp | 71.41%-50.1pp | 345.46%-324.2pp |
| Employer contribution / active EE | $1,227 | $5,263-76.7% | $4,736-74.1% | $4,764-74.2% |
| Participant deferral / active EE | $2,229 | $7,111-68.7% | $6,710-66.8% | $5,851-61.9% |
| Admin fee / account holder | $18,879 | $12,126+55.7% | $10,265+83.9% | $11,601+62.7% |