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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 | $32,153 | $148,582-78.4% | $135,942-76.3% | $139,456-76.9% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 36.01% | 79.26%-43.3pp | 68.28%-32.3pp | 373.45%-337.4pp |
| Employer contribution / active EE | $1,445 | $5,245-72.4% | $4,858-70.2% | $4,753-69.6% |
| Participant deferral / active EE | $2,435 | $8,101-69.9% | $7,759-68.6% | $6,711-63.7% |
| Admin fee / account holder | $623 | $12,402-95.0% | $10,764-94.2% | $11,407-94.5% |