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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 | $39,029 | $65,084-40.0% | $67,681-42.3% | $64,340-39.3% |
| Participation rate | 21.7% | 66.7%-45.1pp | 73.7%-52.0pp | 55.2%-33.6pp |
| Annual return | 18.30% | 20.50%-2.2pp | 590.58%-572.3pp | 24.14%-5.8pp |
| Employer contribution / active EE | $624 | $2,398-74.0% | $2,678-76.7% | $1,862-66.5% |
| Participant deferral / active EE | $1,095 | $3,210-65.9% | $3,976-72.5% | $2,980-63.2% |
| Admin fee / account holder | $8,080 | $1,415+471.1% | $6,100+32.5% | $3,703+118.2% |