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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 | $63,236 | $65,566-3.6% | $86,235-26.7% | $75,177-15.9% |
| Participation rate | 35.4% | 60.5%-25.1pp | 69.0%-33.5pp | 67.2%-31.8pp |
| Annual return | 18.53% | 46.07%-27.5pp | 1170.03%-1151.5pp | 160.75%-142.2pp |
| Employer contribution / active EE | $670 | $1,553-56.9% | $2,381-71.9% | $2,671-74.9% |
| Participant deferral / active EE | $1,058 | $3,023-65.0% | $3,987-73.5% | $4,126-74.4% |
| Admin fee / account holder | $3,334 | $5,470-39.1% | $6,856-51.4% | $5,651-41.0% |