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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 | $51,327 | $88,203-41.8% | $165,100-68.9% | $74,478-31.1% |
| Participation rate | 35.7% | 73.1%-37.4pp | 78.6%-42.9pp | 67.2%-31.5pp |
| Annual return | 14.74% | 17.13%-2.4pp | 70.21%-55.5pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $1,088 | $2,601-58.2% | $4,348-75.0% | $2,626-58.6% |
| Participant deferral / active EE | $2,057 | $4,505-54.3% | $6,035-65.9% | $4,350-52.7% |
| Admin fee / account holder | $8,510 | $2,235+280.8% | $12,696-33.0% | $1,946+337.4% |