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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 | $102,675 | $176,794-41.9% | $146,647-30.0% | $167,553-38.7% |
| Participation rate | 50.0% | 83.6%-33.6pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 16.39% | 24.04%-7.7pp | 22.75%-6.4pp | 478.89%-462.5pp |
| Employer contribution / active EE | $1,103 | $5,161-78.6% | $4,137-73.3% | $4,840-77.2% |
| Participant deferral / active EE | $1,599 | $6,440-75.2% | $5,506-71.0% | $6,343-74.8% |
| Admin fee / account holder | $4,731 | $13,262-64.3% | $10,281-54.0% | $12,316-61.6% |