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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 | $50,496 | $55,902-9.7% | $76,030-33.6% | $80,959-37.6% |
| Participation rate | 21.6% | 62.1%-40.4pp | 69.1%-47.4pp | 67.7%-46.0pp |
| Annual return | 21.87% | 20.59%+1.3pp | 361.54%-339.7pp | 35.67%-13.8pp |
| Employer contribution / active EE | $816 | $1,867-56.3% | $2,688-69.6% | $2,757-70.4% |
| Participant deferral / active EE | $955 | $3,051-68.7% | $4,257-77.6% | $4,300-77.8% |
| Admin fee / account holder | $544 | $5,239-89.6% | $6,421-91.5% | $6,925-92.1% |