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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 | $47,359 | $183,516-74.2% | $155,534-69.6% | $145,884-67.5% |
| Participation rate | 35.7% | 82.7%-47.0pp | 78.2%-42.5pp | 80.3%-44.6pp |
| Annual return | 12.74% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.1pp |
| Employer contribution / active EE | $4,650 | $5,315-12.5% | $4,675-0.5% | $4,662-0.3% |
| Participant deferral / active EE | $1,819 | $6,467-71.9% | $5,630-67.7% | $6,690-72.8% |
| Admin fee / account holder | $361 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |