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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 | $42,391 | $159,978-73.5% | $147,041-71.2% | $145,978-71.0% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 14.65% | 98.36%-83.7pp | 419.21%-404.6pp | 550.52%-535.9pp |
| Employer contribution / active EE | $1,199 | $5,288-77.3% | $4,935-75.7% | $4,662-74.3% |
| Participant deferral / active EE | $1,199 | $8,429-85.8% | $8,071-85.1% | $6,690-82.1% |
| Admin fee / account holder | $3,834 | $15,053-74.5% | $13,006-70.5% | $13,400-71.4% |