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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 | $31,579 | $105,198-70.0% | $159,455-80.2% | $85,856-63.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.8%-32.8pp | 69.3%-19.3pp |
| Annual return | 17.71% | 45.08%-27.4pp | 263.63%-245.9pp | 318.58%-300.9pp |
| Employer contribution / active EE | $793 | $3,319-76.1% | $4,830-83.6% | $2,565-69.1% |
| Participant deferral / active EE | $1,418 | $5,946-76.1% | $7,353-80.7% | $3,952-64.1% |
| Admin fee / account holder | $12,711 | $6,934+83.3% | $10,800+17.7% | $6,261+103.0% |