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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 | $52,072 | $157,276-66.9% | $141,177-63.1% | $152,885-65.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 27.00% | 64.33%-37.3pp | 71.40%-44.4pp | 345.39%-318.4pp |
| Employer contribution / active EE | $1,116 | $5,262-78.8% | $4,736-76.4% | $4,763-76.6% |
| Participant deferral / active EE | $2,216 | $7,110-68.8% | $6,710-67.0% | $5,851-62.1% |
| Admin fee / account holder | $10,239 | $12,123-15.5% | $10,263-0.2% | $11,598-11.7% |