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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 | $58,055 | $111,535-47.9% | $105,223-44.8% | $137,256-57.7% |
| Participation rate | 69.6% | 78.1%-8.5pp | 75.0%-5.5pp | 80.0%-10.4pp |
| Annual return | 15.59% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.7pp |
| Employer contribution / active EE | $12,965 | $3,939+229.1% | $3,689+251.5% | $4,156+212.0% |
| Participant deferral / active EE | $978 | $5,500-82.2% | $5,072-80.7% | $6,407-84.7% |
| Admin fee / account holder | $1,461 | $9,721-85.0% | $8,859-83.5% | $12,270-88.1% |