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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 | $26,242 | $98,766-73.4% | $149,730-82.5% | $79,852-67.1% |
| Participation rate | 53.3% | 75.8%-22.5pp | 82.5%-29.2pp | 69.6%-16.4pp |
| Annual return | 21.17% | 27.43%-6.3pp | 276.70%-255.5pp | 31.72%-10.5pp |
| Employer contribution / active EE | $1,521 | $3,217-52.7% | $4,645-67.3% | $2,471-38.5% |
| Participant deferral / active EE | $1,900 | $5,681-66.6% | $6,843-72.2% | $3,740-49.2% |
| Admin fee / account holder | $774 | $6,052-87.2% | $9,310-91.7% | $5,306-85.4% |