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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 | $55,351 | $112,112-50.6% | $95,956-42.3% | $158,950-65.2% |
| Participation rate | 61.5% | 79.0%-17.4pp | 77.1%-15.5pp | 82.0%-20.4pp |
| Annual return | 11.01% | 171.15%-160.1pp | 91.63%-80.6pp | 302.91%-291.9pp |
| Employer contribution / active EE | $862 | $3,199-73.1% | $2,541-66.1% | $4,762-81.9% |
| Participant deferral / active EE | $1,114 | $4,784-76.7% | $4,167-73.3% | $5,983-81.4% |
| Admin fee / account holder | $784 | $10,134-92.3% | $6,797-88.5% | $11,248-93.0% |