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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 | $42,768 | $101,950-58.0% | $125,529-65.9% | $86,983-50.8% |
| Participation rate | 44.3% | 70.2%-25.9pp | 74.7%-30.4pp | 69.5%-25.3pp |
| Annual return | 15.16% | 18.29%-3.1pp | 202.56%-187.4pp | 25.83%-10.7pp |
| Employer contribution / active EE | $1,060 | $2,358-55.1% | $3,058-65.3% | $2,584-59.0% |
| Participant deferral / active EE | $1,718 | $3,862-55.5% | $4,813-64.3% | $4,194-59.0% |
| Admin fee / account holder | $5,151 | $12,791-59.7% | $16,298-68.4% | $7,856-34.4% |