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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 | $47,238 | $59,402-20.5% | $93,654-49.6% | $74,546-36.6% |
| Participation rate | 40.0% | 59.7%-19.7pp | 68.7%-28.7pp | 67.2%-27.2pp |
| Annual return | 17.19% | 81.86%-64.7pp | 133.34%-116.2pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $1,529 | $1,265+20.9% | $2,421-36.8% | $2,624-41.7% |
| Participant deferral / active EE | $864 | $3,049-71.7% | $4,413-80.4% | $4,347-80.1% |
| Admin fee / account holder | $2,091 | $3,023-30.8% | $8,282-74.8% | $1,944+7.6% |