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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 | $214,991 | $196,972+9.1% | $182,262+18.0% | $198,609+8.2% |
| Participation rate | 50.0% | 85.7%-35.7pp | 84.2%-34.2pp | 82.4%-32.4pp |
| Annual return | 15.15% | 158.27%-143.1pp | 140.60%-125.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $1,402 | $5,364-73.9% | $5,046-72.2% | $5,055-72.3% |
| Participant deferral / active EE | $1,720 | $8,643-80.1% | $8,276-79.2% | $6,977-75.3% |
| Admin fee / account holder | $2,159 | $18,429-88.3% | $16,712-87.1% | $19,030-88.7% |