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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 | $40,460 | $102,422-60.5% | $147,117-72.5% | $80,959-50.0% |
| Participation rate | 32.1% | 75.9%-43.8pp | 82.2%-50.1pp | 67.7%-35.6pp |
| Annual return | 31.02% | 135.16%-104.1pp | 420.54%-389.5pp | 35.67%-4.7pp |
| Employer contribution / active EE | $1,371 | $3,717-63.1% | $4,932-72.2% | $2,757-50.3% |
| Participant deferral / active EE | $2,015 | $6,652-69.7% | $8,065-75.0% | $4,300-53.1% |
| Admin fee / account holder | $1,482 | $7,953-81.4% | $12,993-88.6% | $6,925-78.6% |