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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 | $47,041 | $98,760-52.4% | $149,715-68.6% | $79,858-41.1% |
| Participation rate | 22.2% | 75.8%-53.6pp | 82.5%-60.3pp | 69.6%-47.4pp |
| Annual return | 21.39% | 27.43%-6.0pp | 276.66%-255.3pp | 31.72%-10.3pp |
| Employer contribution / active EE | $648 | $3,217-79.9% | $4,645-86.1% | $2,471-73.8% |
| Participant deferral / active EE | $1,618 | $5,681-71.5% | $6,842-76.3% | $3,740-56.7% |
| Admin fee / account holder | $333 | $6,053-94.5% | $9,310-96.4% | $5,306-93.7% |