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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 | $66,305 | $102,385-35.2% | $147,080-54.9% | $80,935-18.1% |
| Participation rate | 46.5% | 75.9%-29.4pp | 82.2%-35.7pp | 67.7%-21.2pp |
| Annual return | 14.87% | 135.09%-120.2pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,652 | $3,717-55.5% | $4,933-66.5% | $2,757-40.1% |
| Participant deferral / active EE | $2,485 | $6,651-62.6% | $8,066-69.2% | $4,299-42.2% |
| Admin fee / account holder | $301 | $7,951-96.2% | $12,989-97.7% | $6,924-95.7% |