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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 | $41,453 | $129,737-68.0% | $119,126-65.2% | $154,746-73.2% |
| Participation rate | 39.1% | 78.9%-39.7pp | 75.8%-36.6pp | 80.7%-41.6pp |
| Annual return | 12.89% | 379.08%-366.2pp | 282.11%-269.2pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,002 | $4,375-77.1% | $4,034-75.2% | $4,379-77.1% |
| Participant deferral / active EE | $1,404 | $5,842-76.0% | $5,318-73.6% | $6,730-79.1% |
| Admin fee / account holder | $620 | $11,961-94.8% | $10,693-94.2% | $14,365-95.7% |