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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 | $40,039 | $45,123-11.3% | $85,240-53.0% | $74,478-46.2% |
| Participation rate | 6.3% | 49.4%-43.0pp | 67.5%-61.2pp | 67.2%-60.9pp |
| Annual return | 14.52% | 26.32%-11.8pp | 66.75%-52.2pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $242 | $1,459-83.4% | $2,735-91.2% | $2,626-90.8% |
| Participant deferral / active EE | $369 | $2,736-86.5% | $4,527-91.8% | $4,350-91.5% |
| Admin fee / account holder | $583 | $2,215-73.7% | $6,165-90.5% | $1,946-70.0% |