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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 | $45,206 | $72,404-37.6% | $110,243-59.0% | $64,173-29.6% |
| Participation rate | 42.9% | 73.3%-30.5pp | 79.8%-37.0pp | 69.6%-26.7pp |
| Annual return | 9.99% | -6.29%+16.3pp | 314.76%-304.8pp | 7.63%+2.4pp |
| Employer contribution / active EE | $744 | $2,282-67.4% | $3,827-80.6% | $2,381-68.7% |
| Participant deferral / active EE | $1,522 | $3,469-56.1% | $4,672-67.4% | $3,470-56.1% |
| Admin fee / account holder | $5,128 | $5,664-9.5% | $8,548-40.0% | $4,887+4.9% |