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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 | $48,183 | $92,219-47.8% | $76,766-37.2% | $135,382-64.4% |
| Participation rate | 46.7% | 79.8%-33.1pp | 77.0%-30.3pp | 82.6%-36.0pp |
| Annual return | 67.72% | 5.46%+62.3pp | 2.43%+65.3pp | 519.77%-452.0pp |
| Employer contribution / active EE | $734 | $3,216-77.2% | $2,485-70.5% | $4,779-84.6% |
| Participant deferral / active EE | $934 | $4,508-79.3% | $3,851-75.8% | $5,609-83.4% |
| Admin fee / account holder | $2,857 | $10,749-73.4% | $6,675-57.2% | $10,829-73.6% |