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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 | $10,265 | $180,749-94.3% | $160,784-93.6% | $137,256-92.5% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 24.07% | 2234.46%-2210.4pp | 1803.92%-1779.9pp | 220.34%-196.3pp |
| Employer contribution / active EE | $753 | $4,155-81.9% | $3,733-79.8% | $4,156-81.9% |
| Participant deferral / active EE | $884 | $6,844-87.1% | $6,293-85.9% | $6,407-86.2% |
| Admin fee / account holder | $591 | $10,397-94.3% | $9,717-93.9% | $12,270-95.2% |