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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 | $50,593 | $105,210-51.9% | $159,487-68.3% | $85,851-41.1% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.8%-29.0pp | 69.3%-15.5pp |
| Annual return | 13.44% | 45.08%-31.6pp | 263.71%-250.3pp | 318.63%-305.2pp |
| Employer contribution / active EE | $693 | $3,319-79.1% | $4,831-85.7% | $2,565-73.0% |
| Participant deferral / active EE | $2,287 | $5,946-61.5% | $7,354-68.9% | $3,952-42.1% |
| Admin fee / account holder | $2,430 | $6,934-65.0% | $10,804-77.5% | $6,261-61.2% |