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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 | $25,443 | $102,385-75.1% | $147,080-82.7% | $80,935-68.6% |
| Participation rate | 40.0% | 75.9%-35.9pp | 82.2%-42.2pp | 67.7%-27.7pp |
| Annual return | 12.35% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,644 | $3,717-55.8% | $4,933-66.7% | $2,757-40.3% |
| Participant deferral / active EE | $2,288 | $6,651-65.6% | $8,066-71.6% | $4,299-46.8% |
| Admin fee / account holder | $2,459 | $7,951-69.1% | $12,989-81.1% | $6,924-64.5% |