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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 | $201,695 | $148,558+35.8% | $135,925+48.4% | $139,427+44.7% |
| Participation rate | 60.0% | 83.9%-23.9pp | 81.9%-21.9pp | 80.3%-20.3pp |
| Annual return | 13.66% | 79.22%-65.6pp | 68.25%-54.6pp | 373.27%-359.6pp |
| Employer contribution / active EE | $1,127 | $5,244-78.5% | $4,857-76.8% | $4,752-76.3% |
| Participant deferral / active EE | $1,239 | $8,101-84.7% | $7,759-84.0% | $6,711-81.5% |
| Admin fee / account holder | $2,140 | $12,401-82.7% | $10,764-80.1% | $11,404-81.2% |