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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 | $37,035 | $102,429-63.8% | $147,096-74.8% | $80,925-54.2% |
| Participation rate | 35.1% | 75.9%-40.8pp | 82.2%-47.1pp | 67.7%-32.6pp |
| Annual return | 31.31% | 135.02%-103.7pp | 419.75%-388.4pp | 35.65%-4.3pp |
| Employer contribution / active EE | $1,036 | $3,716-72.1% | $4,936-79.0% | $2,756-62.4% |
| Participant deferral / active EE | $2,036 | $6,649-69.4% | $8,071-74.8% | $4,299-52.6% |
| Admin fee / account holder | $884 | $7,957-88.9% | $13,005-93.2% | $6,940-87.3% |