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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 | $47,008 | $54,717-14.1% | $86,216-45.5% | $71,511-34.3% |
| Participation rate | 30.1% | 60.1%-30.0pp | 69.0%-38.8pp | 67.9%-37.8pp |
| Annual return | 16.04% | 20.07%-4.0pp | 1169.42%-1153.4pp | 28.86%-12.8pp |
| Employer contribution / active EE | $471 | $1,267-62.8% | $2,382-80.2% | $2,589-81.8% |
| Participant deferral / active EE | $1,315 | $3,110-57.7% | $3,986-67.0% | $4,291-69.3% |
| Admin fee / account holder | $1,187 | $1,922-38.3% | $6,853-82.7% | $1,588-25.3% |