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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 | $27,322 | $111,535-75.5% | $105,223-74.0% | $137,256-80.1% |
| Participation rate | 62.5% | 78.1%-15.6pp | 75.0%-12.5pp | 80.0%-17.5pp |
| Annual return | 19.43% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $803 | $3,939-79.6% | $3,689-78.2% | $4,156-80.7% |
| Participant deferral / active EE | $803 | $5,500-85.4% | $5,072-84.2% | $6,407-87.5% |
| Admin fee / account holder | $1,106 | $9,721-88.6% | $8,859-87.5% | $12,270-91.0% |