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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 | $54,363 | $85,766-36.6% | $136,298-60.1% | $70,126-22.5% |
| Participation rate | 41.4% | 74.2%-32.8pp | 81.9%-40.5pp | 69.5%-28.2pp |
| Annual return | 17.46% | 31.46%-14.0pp | 5156.27%-5138.8pp | 73.15%-55.7pp |
| Employer contribution / active EE | $789 | $2,966-73.4% | $4,696-83.2% | $2,343-66.3% |
| Participant deferral / active EE | $2,015 | $5,051-60.1% | $6,247-67.7% | $3,332-39.5% |
| Admin fee / account holder | $1,063 | $5,421-80.4% | $9,244-88.5% | $4,645-77.1% |