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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 | $35,239 | $102,385-65.6% | $147,080-76.0% | $80,935-56.5% |
| Participation rate | 54.0% | 75.9%-21.9pp | 82.2%-28.2pp | 67.7%-13.7pp |
| Annual return | 14.72% | 135.09%-120.4pp | 420.17%-405.5pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,130 | $3,717-69.6% | $4,933-77.1% | $2,757-59.0% |
| Participant deferral / active EE | $1,979 | $6,651-70.3% | $8,066-75.5% | $4,299-54.0% |
| Admin fee / account holder | $3,406 | $7,951-57.2% | $12,989-73.8% | $6,924-50.8% |