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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 | $48,364 | $125,778-61.5% | $114,563-57.8% | $154,746-68.7% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.9%-11.4pp | 80.7%-19.2pp |
| Annual return | 17.70% | 295.14%-277.4pp | 241.09%-223.4pp | 172.34%-154.6pp |
| Employer contribution / active EE | $6,633 | $2,806+136.4% | $2,592+155.9% | $4,379+51.5% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,897 | $8,190-76.8% | $7,623-75.1% | $14,365-86.8% |