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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 | $35,961 | $102,385-64.9% | $147,080-75.6% | $80,935-55.6% |
| Participation rate | 51.6% | 75.9%-24.3pp | 82.2%-30.6pp | 67.7%-16.0pp |
| Annual return | 12.63% | 135.09%-122.5pp | 420.17%-407.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $1,290 | $3,717-65.3% | $4,933-73.9% | $2,757-53.2% |
| Participant deferral / active EE | $2,232 | $6,651-66.4% | $8,066-72.3% | $4,299-48.1% |
| Admin fee / account holder | $3,814 | $7,951-52.0% | $12,989-70.6% | $6,924-44.9% |