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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 | $52,176 | $106,749-51.1% | $145,433-64.1% | $82,448-36.7% |
| Participation rate | 35.1% | 75.6%-40.5pp | 82.1%-47.0pp | 68.1%-32.9pp |
| Annual return | 207.23% | 27.59%+179.6pp | 66.58%+140.7pp | 41.64%+165.6pp |
| Employer contribution / active EE | $703 | $3,444-79.6% | $4,554-84.6% | $2,551-72.4% |
| Participant deferral / active EE | $1,676 | $6,519-74.3% | $7,897-78.8% | $4,139-59.5% |
| Admin fee / account holder | $974 | $8,390-88.4% | $13,129-92.6% | $7,234-86.5% |