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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 | $66,450 | $88,672-25.1% | $105,223-36.8% | $82,448-19.4% |
| Participation rate | 40.0% | 67.9%-27.9pp | 75.0%-35.0pp | 68.1%-28.1pp |
| Annual return | 18.74% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,141 | $3,048-62.5% | $3,689-69.1% | $2,551-55.3% |
| Participant deferral / active EE | $1,381 | $4,036-65.8% | $5,072-72.8% | $4,139-66.6% |
| Admin fee / account holder | $16,956 | $7,146+137.3% | $8,859+91.4% | $7,234+134.4% |