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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 | $88,137-41.8% | $164,975-68.9% | $74,429-31.0% |
| Participation rate | 35.7% | 73.1%-37.4pp | 78.6%-42.9pp | 67.2%-31.5pp |
| Annual return | 14.74% | 17.13%-2.4pp | 70.12%-55.4pp | 1368.38%-1353.6pp |
| Employer contribution / active EE | $1,088 | $2,597-58.1% | $4,343-74.9% | $2,625-58.5% |
| Participant deferral / active EE | $2,057 | $4,501-54.3% | $6,033-65.9% | $4,348-52.7% |
| Admin fee / account holder | $8,510 | $2,231+281.4% | $12,688-32.9% | $1,944+337.7% |