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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 | $48,364 | $101,618-52.4% | $93,063-48.0% | $137,256-64.8% |
| Participation rate | 61.5% | 74.9%-13.4pp | 72.1%-10.6pp | 80.0%-18.4pp |
| Annual return | 17.70% | 223.95%-206.2pp | 34.15%-16.5pp | 220.34%-202.6pp |
| Employer contribution / active EE | $6,633 | $2,707+145.0% | $2,476+167.9% | $4,156+59.6% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,897 | $6,198-69.4% | $6,033-68.6% | $12,270-84.5% |