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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 | $67,199 | $134,817-50.2% | $123,973-45.8% | $155,188-56.7% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.7%-36.7pp | 80.8%-40.8pp |
| Annual return | 11.07% | 515.49%-504.4pp | 388.13%-377.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $1,195 | $4,425-73.0% | $4,126-71.0% | $4,248-71.9% |
| Participant deferral / active EE | $1,190 | $5,706-79.1% | $5,247-77.3% | $6,531-81.8% |
| Admin fee / account holder | $1,938 | $13,245-85.4% | $11,799-83.6% | $14,480-86.6% |