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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 | $50,442 | $208,088-75.8% | $186,193-72.9% | $154,746-67.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 24.92% | 89.97%-65.1pp | 78.03%-53.1pp | 172.34%-147.4pp |
| Employer contribution / active EE | $6,741 | $4,340+55.3% | $3,918+72.0% | $4,379+53.9% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $463 | $11,698-96.0% | $11,058-95.8% | $14,365-96.8% |