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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 | $85,383 | $160,028-46.6% | $147,080-41.9% | $145,884-41.5% |
| Participation rate | 38.1% | 84.0%-45.9pp | 82.2%-44.1pp | 80.3%-42.2pp |
| Annual return | 12.93% | 98.60%-85.7pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,225 | $5,286-57.9% | $4,933-54.9% | $4,662-52.3% |
| Participant deferral / active EE | $1,602 | $8,422-81.0% | $8,066-80.1% | $6,690-76.1% |
| Admin fee / account holder | $27,499 | $15,030+83.0% | $12,989+111.7% | $13,392+105.3% |