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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 | $32,236 | $78,520-58.9% | $96,576-66.6% | $82,448-60.9% |
| Participation rate | 48.5% | 77.7%-29.2pp | 81.4%-33.0pp | 68.1%-19.6pp |
| Annual return | 103.97% | 41.30%+62.7pp | 38.47%+65.5pp | 41.64%+62.3pp |
| Employer contribution / active EE | $949 | $2,630-63.9% | $3,553-73.3% | $2,551-62.8% |
| Participant deferral / active EE | $1,690 | $6,754-75.0% | $7,956-78.8% | $4,139-59.2% |
| Admin fee / account holder | $3,704 | $13,455-72.5% | $11,381-67.5% | $7,234-48.8% |