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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 | $21,338 | $129,737-83.6% | $119,126-82.1% | $154,746-86.2% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 16.63% | 379.08%-362.4pp | 282.11%-265.5pp | 172.34%-155.7pp |
| Employer contribution / active EE | $1,272 | $4,375-70.9% | $4,034-68.5% | $4,379-71.0% |
| Participant deferral / active EE | $1,272 | $5,842-78.2% | $5,318-76.1% | $6,730-81.1% |
| Admin fee / account holder | $7,292 | $11,961-39.0% | $10,693-31.8% | $14,365-49.2% |