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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 | $25,626 | $89,370-71.3% | $141,197-81.9% | $72,976-64.9% |
| Participation rate | 58.8% | 75.1%-16.3pp | 82.5%-23.7pp | 69.5%-10.7pp |
| Annual return | 22.09% | 111.88%-89.8pp | 71.41%-49.3pp | 81.02%-58.9pp |
| Employer contribution / active EE | $1,007 | $3,115-67.7% | $4,736-78.7% | $2,440-58.7% |
| Participant deferral / active EE | $1,862 | $5,419-65.6% | $6,710-72.2% | $3,608-48.4% |
| Admin fee / account holder | $4,037 | $5,957-32.2% | $10,265-60.7% | $5,124-21.2% |