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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 | $62,786 | $135,956-53.8% | $123,894-49.3% | $273,972-77.1% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 6.60% | 56.63%-50.0pp | 47.52%-40.9pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,271 | $5,170-75.4% | $4,617-72.5% | $4,869-73.9% |
| Participant deferral / active EE | $1,972 | $6,343-68.9% | $5,984-67.0% | $5,287-62.7% |
| Admin fee / account holder | $5,540 | $9,817-43.6% | $8,357-33.7% | $10,133-45.3% |