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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 | $40,043 | $105,284-62.0% | $150,734-73.4% | $94,015-57.4% |
| Participation rate | 39.3% | 71.7%-32.4pp | 78.4%-39.1pp | 70.8%-31.5pp |
| Annual return | 15.05% | 15.67%-0.6pp | 600.81%-585.8pp | 17.84%-2.8pp |
| Employer contribution / active EE | $1,034 | $3,599-71.3% | $4,918-79.0% | $2,790-62.9% |
| Participant deferral / active EE | $1,484 | $4,274-65.3% | $5,610-73.6% | $4,249-65.1% |
| Admin fee / account holder | $9,560 | $9,839-2.8% | $14,905-35.9% | $8,951+6.8% |