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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 | $55,205 | $100,073-44.8% | $85,126-35.1% | $145,877-62.2% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-39.0pp | 80.3%-51.7pp |
| Annual return | 13.11% | 84.11%-71.0pp | 66.63%-53.5pp | 551.28%-538.2pp |
| Employer contribution / active EE | $517 | $3,236-84.0% | $2,731-81.1% | $4,663-88.9% |
| Participant deferral / active EE | $738 | $5,294-86.1% | $4,523-83.7% | $6,691-89.0% |
| Admin fee / account holder | $1,454 | $7,261-80.0% | $6,160-76.4% | $13,402-89.2% |