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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 | $64,007 | $105,210-39.2% | $159,487-59.9% | $85,851-25.4% |
| Participation rate | 34.4% | 75.8%-41.4pp | 82.8%-48.5pp | 69.3%-34.9pp |
| Annual return | 12.61% | 45.08%-32.5pp | 263.71%-251.1pp | 318.63%-306.0pp |
| Employer contribution / active EE | $1,057 | $3,319-68.2% | $4,831-78.1% | $2,565-58.8% |
| Participant deferral / active EE | $2,483 | $5,946-58.2% | $7,354-66.2% | $3,952-37.2% |
| Admin fee / account holder | $2,926 | $6,934-57.8% | $10,804-72.9% | $6,261-53.3% |