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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 | $75,142 | $198,457-62.1% | $170,435-55.9% | $147,586-49.1% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 10.72% | 257.30%-246.6pp | 205.94%-195.2pp | 578.59%-567.9pp |
| Employer contribution / active EE | $1,313 | $6,183-78.8% | $5,432-75.8% | $4,876-73.1% |
| Participant deferral / active EE | $1,801 | $5,629-68.0% | $4,939-63.5% | $5,439-66.9% |
| Admin fee / account holder | $799 | $16,852-95.3% | $13,881-94.2% | $10,886-92.7% |