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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 | $38,028 | $102,422-62.9% | $147,117-74.2% | $80,959-53.0% |
| Participation rate | 51.9% | 75.9%-24.0pp | 82.2%-30.3pp | 67.7%-15.7pp |
| Annual return | 19.06% | 135.16%-116.1pp | 420.54%-401.5pp | 35.67%-16.6pp |
| Employer contribution / active EE | $902 | $3,717-75.7% | $4,932-81.7% | $2,757-67.3% |
| Participant deferral / active EE | $2,108 | $6,652-68.3% | $8,065-73.9% | $4,300-51.0% |
| Admin fee / account holder | $5,004 | $7,953-37.1% | $12,993-61.5% | $6,925-27.8% |