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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 | $53,733 | $102,385-47.5% | $147,080-63.5% | $80,935-33.6% |
| Participation rate | 65.6% | 75.9%-10.2pp | 82.2%-16.6pp | 67.7%-2.0pp |
| Annual return | 14.87% | 135.09%-120.2pp | 420.17%-405.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,204 | $3,717-67.6% | $4,933-75.6% | $2,757-56.3% |
| Participant deferral / active EE | $1,484 | $6,651-77.7% | $8,066-81.6% | $4,299-65.5% |
| Admin fee / account holder | $542 | $7,951-93.2% | $12,989-95.8% | $6,924-92.2% |