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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 | $59,455 | $101,653-41.5% | $147,080-59.6% | $74,459-20.2% |
| Participation rate | 45.0% | 75.6%-30.5pp | 82.2%-37.1pp | 67.2%-22.2pp |
| Annual return | 13.07% | 8754.98%-8741.9pp | 420.17%-407.1pp | 1369.70%-1356.6pp |
| Employer contribution / active EE | $1,111 | $3,813-70.9% | $4,933-77.5% | $2,626-57.7% |
| Participant deferral / active EE | $1,597 | $7,304-78.1% | $8,066-80.2% | $4,350-63.3% |
| Admin fee / account holder | $662 | $1,752-62.2% | $12,989-94.9% | $1,945-66.0% |