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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 | $49,080 | $185,883-73.6% | $170,043-71.1% | $139,466-64.8% |
| Participation rate | 65.0% | 87.8%-22.8pp | 87.0%-22.0pp | 80.3%-15.3pp |
| Annual return | 16.53% | 60.54%-44.0pp | 53.40%-36.9pp | 373.66%-357.1pp |
| Employer contribution / active EE | $1,780 | $7,596-76.6% | $6,790-73.8% | $4,754-62.6% |
| Participant deferral / active EE | $2,945 | $11,626-74.7% | $10,410-71.7% | $6,712-56.1% |
| Admin fee / account holder | $916 | $15,393-94.1% | $12,824-92.9% | $11,409-92.0% |