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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 | $40,368 | $96,731-58.3% | $123,973-67.4% | $86,983-53.6% |
| Participation rate | 38.7% | 70.0%-31.3pp | 76.7%-37.9pp | 69.5%-30.8pp |
| Annual return | 11.67% | 17.33%-5.7pp | 388.13%-376.5pp | 25.83%-14.2pp |
| Employer contribution / active EE | $1,269 | $3,297-61.5% | $4,126-69.2% | $2,584-50.9% |
| Participant deferral / active EE | $1,379 | $4,152-66.8% | $5,247-73.7% | $4,194-67.1% |
| Admin fee / account holder | $798 | $8,722-90.9% | $11,799-93.2% | $7,856-89.8% |