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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 | $39,380 | $95,415-58.7% | $185,851-78.8% | $85,851-54.1% |
| Participation rate | 48.2% | 68.8%-20.6pp | 81.7%-33.5pp | 69.3%-21.1pp |
| Annual return | 21.61% | 23.59%-2.0pp | 122.11%-100.5pp | 318.63%-297.0pp |
| Employer contribution / active EE | $597 | $3,314-82.0% | $5,168-88.5% | $2,565-76.7% |
| Participant deferral / active EE | $971 | $3,424-71.6% | $5,569-82.6% | $3,952-75.4% |
| Admin fee / account holder | $1,285 | $7,215-82.2% | $16,245-92.1% | $6,261-79.5% |