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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 | $55,352 | $116,190-52.4% | $93,614-40.9% | $152,885-63.8% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 19.03% | 35.96%-16.9pp | 32.76%-13.7pp | 345.39%-326.4pp |
| Employer contribution / active EE | $819 | $3,219-74.6% | $2,718-69.9% | $4,763-82.8% |
| Participant deferral / active EE | $1,145 | $4,604-75.1% | $4,069-71.9% | $5,851-80.4% |
| Admin fee / account holder | $4,782 | $10,749-55.5% | $7,889-39.4% | $11,598-58.8% |