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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 | $225,673-77.6% | $203,872-75.3% | $155,188-67.5% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 24.92% | 95.91%-71.0pp | 85.11%-60.2pp | 148.84%-123.9pp |
| Employer contribution / active EE | $6,741 | $4,099+64.5% | $3,757+79.4% | $4,248+58.7% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $463 | $12,327-96.2% | $11,730-96.1% | $14,480-96.8% |