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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 | $48,216 | $59,456-18.9% | $93,669-48.5% | $74,429-35.2% |
| Participation rate | 43.1% | 59.6%-16.5pp | 68.7%-25.6pp | 67.2%-24.1pp |
| Annual return | 11.10% | 82.00%-70.9pp | 133.59%-122.5pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $673 | $1,266-46.9% | $2,424-72.2% | $2,625-74.4% |
| Participant deferral / active EE | $1,193 | $3,052-60.9% | $4,416-73.0% | $4,348-72.6% |
| Admin fee / account holder | $1,818 | $3,026-39.9% | $8,291-78.1% | $1,944-6.5% |