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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 | $73,033 | $76,834-4.9% | $108,359-32.6% | $87,485-16.5% |
| Participation rate | 21.4% | 61.7%-40.3pp | 70.1%-48.7pp | 68.9%-47.5pp |
| Annual return | 87.23% | 19.09%+68.1pp | 36.89%+50.3pp | 26.06%+61.2pp |
| Employer contribution / active EE | $388 | $1,556-75.1% | $2,399-83.8% | $2,596-85.1% |
| Participant deferral / active EE | $1,020 | $3,100-67.1% | $4,137-75.3% | $4,274-76.1% |
| Admin fee / account holder | $39,749 | $6,537+508.1% | $9,741+308.1% | $7,775+411.3% |