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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 | $37,247 | $79,209-53.0% | $102,434-63.6% | $74,459-50.0% |
| Participation rate | 40.7% | 74.8%-34.1pp | 76.5%-35.8pp | 67.2%-26.6pp |
| Annual return | 23.29% | 54.98%-31.7pp | 29.46%-6.2pp | 1369.70%-1346.4pp |
| Employer contribution / active EE | $1,376 | $2,362-41.8% | $3,023-54.5% | $2,626-47.6% |
| Participant deferral / active EE | $1,847 | $4,417-58.2% | $5,055-63.5% | $4,350-57.5% |
| Admin fee / account holder | $2,966 | $2,002+48.2% | $9,462-68.6% | $1,945+52.5% |