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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 | $59,390 | $171,492-65.4% | $150,734-60.6% | $198,609-70.1% |
| Participation rate | 37.5% | 81.4%-43.9pp | 78.4%-40.9pp | 82.4%-44.9pp |
| Annual return | 10.54% | 804.70%-794.2pp | 600.81%-590.3pp | 202.70%-192.2pp |
| Employer contribution / active EE | $1,630 | $5,470-70.2% | $4,918-66.9% | $5,055-67.8% |
| Participant deferral / active EE | $2,412 | $6,259-61.5% | $5,610-57.0% | $6,977-65.4% |
| Admin fee / account holder | $566 | $17,628-96.8% | $14,905-96.2% | $19,030-97.0% |