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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 | $82,948 | $96,524-14.1% | $75,900+9.3% | $152,909-45.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 69.3%-12.1pp | 82.5%-25.3pp |
| Annual return | 19.23% | 33.93%-14.7pp | 30.73%-11.5pp | 345.46%-326.2pp |
| Employer contribution / active EE | $590 | $3,311-82.2% | $2,501-76.4% | $4,764-87.6% |
| Participant deferral / active EE | $1,049 | $4,554-77.0% | $3,604-70.9% | $5,851-82.1% |
| Admin fee / account holder | $4,872 | $8,082-39.7% | $5,421-10.1% | $11,601-58.0% |