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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 | $33,731 | $60,349-44.1% | $74,184-54.5% | $62,881-46.4% |
| Participation rate | 25.0% | 72.7%-47.7pp | 76.6%-51.6pp | 69.3%-44.3pp |
| Annual return | 109.09% | 21.38%+87.7pp | 17.74%+91.4pp | 20.14%+88.9pp |
| Employer contribution / active EE | $595 | $1,680-64.6% | $2,370-74.9% | $2,281-73.9% |
| Participant deferral / active EE | $785 | $2,856-72.5% | $3,550-77.9% | $3,203-75.5% |
| Admin fee / account holder | $761 | $4,261-82.1% | $5,586-86.4% | $4,296-82.3% |