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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 | $48,816 | $94,529-48.4% | $140,019-65.1% | $64,173-23.9% |
| Participation rate | 65.6% | 84.1%-18.5pp | 87.5%-21.9pp | 69.6%-3.9pp |
| Annual return | 6.91% | 7.77%-0.9pp | 651.17%-644.3pp | 7.63%-0.7pp |
| Employer contribution / active EE | $1,556 | $3,812-59.2% | $5,605-72.2% | $2,381-34.6% |
| Participant deferral / active EE | $2,402 | $5,250-54.3% | $6,927-65.3% | $3,470-30.8% |
| Admin fee / account holder | $6,465 | $6,741-4.1% | $10,705-39.6% | $4,887+32.3% |