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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 | $48,764 | $185,905-73.8% | $170,057-71.3% | $139,487-65.0% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 20.27% | 60.56%-40.3pp | 53.42%-33.1pp | 373.84%-353.6pp |
| Employer contribution / active EE | $1,578 | $7,597-79.2% | $6,790-76.8% | $4,755-66.8% |
| Participant deferral / active EE | $2,449 | $11,627-78.9% | $10,411-76.5% | $6,713-63.5% |
| Admin fee / account holder | $1,968 | $15,397-87.2% | $12,826-84.7% | $11,407-82.7% |