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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 | $42,858 | $52,450-18.3% | $129,397-66.9% | $74,429-42.4% |
| Participation rate | 18.5% | 53.8%-35.4pp | 69.6%-51.1pp | 67.2%-48.7pp |
| Annual return | 13.31% | 15.65%-2.3pp | 9453.98%-9440.7pp | 1368.38%-1355.1pp |
| Employer contribution / active EE | $524 | $1,532-65.8% | $4,154-87.4% | $2,625-80.0% |
| Participant deferral / active EE | $771 | $2,797-72.4% | $4,167-81.5% | $4,348-82.3% |
| Admin fee / account holder | $3,871 | $2,636+46.9% | $7,679-49.6% | $1,944+99.1% |