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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 | $37,197 | $91,559-59.4% | $133,978-72.2% | $79,856-53.4% |
| Participation rate | 48.6% | 73.3%-24.7pp | 79.8%-31.2pp | 69.6%-21.0pp |
| Annual return | 17.59% | 61.85%-44.3pp | 45.10%-27.5pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,018 | $2,384-57.3% | $3,919-74.0% | $2,471-58.8% |
| Participant deferral / active EE | $1,609 | $3,734-56.9% | $5,047-68.1% | $3,741-57.0% |
| Admin fee / account holder | $4,272 | $6,321-32.4% | $8,930-52.2% | $5,306-19.5% |