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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 | $41,631 | $79,223-47.5% | $102,460-59.4% | $74,478-44.1% |
| Participation rate | 30.0% | 74.8%-44.8pp | 76.5%-46.5pp | 67.2%-37.2pp |
| Annual return | 12.13% | 54.98%-42.8pp | 29.47%-17.3pp | 1370.56%-1358.4pp |
| Employer contribution / active EE | $832 | $2,363-64.8% | $3,025-72.5% | $2,626-68.3% |
| Participant deferral / active EE | $1,414 | $4,417-68.0% | $5,056-72.0% | $4,350-67.5% |
| Admin fee / account holder | $3,454 | $2,003+72.4% | $9,460-63.5% | $1,946+77.5% |