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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 | $63,915 | $70,684-9.6% | $169,397-62.3% | $75,177-15.0% |
| Participation rate | 35.9% | 64.8%-28.9pp | 77.2%-41.3pp | 67.2%-31.3pp |
| Annual return | 14.43% | 36.38%-21.9pp | 406.23%-391.8pp | 160.75%-146.3pp |
| Employer contribution / active EE | $3,449 | $2,211+56.0% | $4,013-14.1% | $2,671+29.1% |
| Participant deferral / active EE | $1,297 | $4,310-69.9% | $6,223-79.1% | $4,126-68.6% |
| Admin fee / account holder | $2,571 | $5,404-52.4% | $9,017-71.5% | $5,651-54.5% |