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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 | $32,638 | $107,363-69.6% | $92,909-64.9% | $152,897-78.7% |
| Participation rate | 68.8% | 79.8%-11.0pp | 76.0%-7.3pp | 82.5%-13.7pp |
| Annual return | 21.93% | 145.63%-123.7pp | 109.44%-87.5pp | 345.43%-323.5pp |
| Employer contribution / active EE | $4,790 | $4,222+13.5% | $3,653+31.1% | $4,764+0.6% |
| Participant deferral / active EE | $1,188 | $4,848-75.5% | $4,238-72.0% | $5,851-79.7% |
| Admin fee / account holder | $787 | $7,082-88.9% | $5,795-86.4% | $11,599-93.2% |