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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 | $38,697 | $102,422-62.2% | $147,117-73.7% | $80,959-52.2% |
| Participation rate | 55.3% | 75.9%-20.6pp | 82.2%-26.9pp | 67.7%-12.4pp |
| Annual return | 13.54% | 135.16%-121.6pp | 420.54%-407.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $4,406 | $3,717+18.5% | $4,932-10.7% | $2,757+59.8% |
| Participant deferral / active EE | $1,368 | $6,652-79.4% | $8,065-83.0% | $4,300-68.2% |
| Admin fee / account holder | $472 | $7,953-94.1% | $12,993-96.4% | $6,925-93.2% |