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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 | $90,126 | $157,304-42.7% | $141,197-36.2% | $152,909-41.1% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 20.11% | 64.34%-44.2pp | 71.41%-51.3pp | 345.46%-325.4pp |
| Employer contribution / active EE | $1,273 | $5,263-75.8% | $4,736-73.1% | $4,764-73.3% |
| Participant deferral / active EE | $2,134 | $7,111-70.0% | $6,710-68.2% | $5,851-63.5% |
| Admin fee / account holder | $1,206 | $12,126-90.1% | $10,265-88.3% | $11,601-89.6% |