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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 | $69,181 | $154,228-55.1% | $145,433-52.4% | $137,256-49.6% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 13.12% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,196 | $4,804-75.1% | $4,554-73.7% | $4,156-71.2% |
| Participant deferral / active EE | $1,582 | $8,216-80.7% | $7,897-80.0% | $6,407-75.3% |
| Admin fee / account holder | $4,937 | $14,344-65.6% | $13,129-62.4% | $12,270-59.8% |