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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 | $175,198 | $157,829+11.0% | $136,867+28.0% | $198,609-11.8% |
| Participation rate | 41.7% | 77.2%-35.5pp | 74.5%-32.9pp | 82.4%-40.7pp |
| Annual return | 13.68% | 51.25%-37.6pp | 42.97%-29.3pp | 202.70%-189.0pp |
| Employer contribution / active EE | $1,117 | $3,923-71.5% | $3,547-68.5% | $5,055-77.9% |
| Participant deferral / active EE | $1,311 | $5,463-76.0% | $4,924-73.4% | $6,977-81.2% |
| Admin fee / account holder | $2,041 | $11,107-81.6% | $10,340-80.3% | $19,030-89.3% |