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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 | $47,509 | $58,627-19.0% | $76,735-38.1% | $82,448-42.4% |
| Participation rate | 15.7% | 63.2%-47.6pp | 69.5%-53.8pp | 68.1%-52.4pp |
| Annual return | 80.61% | 39.10%+41.5pp | 29.77%+50.8pp | 41.64%+39.0pp |
| Employer contribution / active EE | $455 | $1,729-73.7% | $2,454-81.5% | $2,551-82.2% |
| Participant deferral / active EE | $1,051 | $3,134-66.4% | $4,088-74.3% | $4,139-74.6% |
| Admin fee / account holder | $3,964 | $5,323-25.5% | $7,189-44.9% | $7,234-45.2% |