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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 | $38,121 | $89,259-57.3% | $107,187-64.4% | $82,637-53.9% |
| Participation rate | 30.0% | 67.9%-37.9pp | 75.0%-45.0pp | 68.1%-38.1pp |
| Annual return | 15.66% | 21.02%-5.4pp | 204.55%-188.9pp | 53.51%-37.8pp |
| Employer contribution / active EE | $949 | $3,080-69.2% | $3,782-74.9% | $2,552-62.8% |
| Participant deferral / active EE | $1,574 | $4,037-61.0% | $5,096-69.1% | $4,126-61.9% |
| Admin fee / account holder | $2,710 | $7,381-63.3% | $9,162-70.4% | $7,339-63.1% |