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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 | $51,326 | $105,284-51.3% | $150,734-65.9% | $94,015-45.4% |
| Participation rate | 36.6% | 71.7%-35.1pp | 78.4%-41.9pp | 70.8%-34.2pp |
| Annual return | 19.65% | 15.67%+4.0pp | 600.81%-581.2pp | 17.84%+1.8pp |
| Employer contribution / active EE | $1,027 | $3,599-71.5% | $4,918-79.1% | $2,790-63.2% |
| Participant deferral / active EE | $1,937 | $4,274-54.7% | $5,610-65.5% | $4,249-54.4% |
| Admin fee / account holder | $483 | $9,839-95.1% | $14,905-96.8% | $8,951-94.6% |