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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 | $43,508 | $102,429-57.5% | $147,096-70.4% | $80,925-46.2% |
| Participation rate | 52.8% | 75.9%-23.0pp | 82.2%-29.3pp | 67.7%-14.8pp |
| Annual return | 34.41% | 135.02%-100.6pp | 419.75%-385.3pp | 35.65%-1.2pp |
| Employer contribution / active EE | $1,295 | $3,716-65.1% | $4,936-73.8% | $2,756-53.0% |
| Participant deferral / active EE | $1,919 | $6,649-71.1% | $8,071-76.2% | $4,299-55.4% |
| Admin fee / account holder | $4,914 | $7,957-38.2% | $13,005-62.2% | $6,940-29.2% |