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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 | $66,352 | $166,268-60.1% | $165,100-59.8% | $145,897-54.5% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.6%-53.6pp | 80.3%-55.3pp |
| Annual return | 14.32% | 100.52%-86.2pp | 70.21%-55.9pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,171 | $5,284-77.8% | $4,348-73.1% | $4,663-74.9% |
| Participant deferral / active EE | $1,773 | $6,964-74.5% | $6,035-70.6% | $6,689-73.5% |
| Admin fee / account holder | $3,849 | $16,659-76.9% | $12,696-69.7% | $13,390-71.3% |