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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 | $66,212 | $223,823-70.4% | $211,142-68.6% | $154,746-57.2% |
| Participation rate | 56.3% | 87.9%-31.6pp | 87.3%-31.0pp | 80.7%-24.5pp |
| Annual return | 11.04% | 50.39%-39.4pp | 46.84%-35.8pp | 172.34%-161.3pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,005 | $9,750-89.7% | $9,284-89.2% | $6,730-85.1% |
| Admin fee / account holder | $35,243 | $19,707+78.8% | $19,076+84.8% | $14,365+145.3% |