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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 | $26,918 | $89,370-69.9% | $141,197-80.9% | $72,976-63.1% |
| Participation rate | 40.0% | 75.1%-35.1pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 29.05% | 111.88%-82.8pp | 71.41%-42.4pp | 81.02%-52.0pp |
| Employer contribution / active EE | $1,616 | $3,115-48.1% | $4,736-65.9% | $2,440-33.8% |
| Participant deferral / active EE | $2,244 | $5,419-58.6% | $6,710-66.6% | $3,608-37.8% |
| Admin fee / account holder | $2,089 | $5,957-64.9% | $10,265-79.7% | $5,124-59.2% |