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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 | $40,520 | $89,225-54.6% | $133,698-69.7% | $74,478-45.6% |
| Participation rate | 32.6% | 69.4%-36.9pp | 76.4%-43.9pp | 67.2%-34.7pp |
| Annual return | 12.72% | 22.76%-10.0pp | 580.90%-568.2pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $865 | $2,816-69.3% | $4,218-79.5% | $2,626-67.1% |
| Participant deferral / active EE | $1,608 | $4,597-65.0% | $7,016-77.1% | $4,350-63.0% |
| Admin fee / account holder | $2,137 | $1,545+38.3% | $6,703-68.1% | $1,946+9.8% |