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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 | $37,066 | $88,186-58.0% | $165,071-77.5% | $74,459-50.2% |
| Participation rate | 41.0% | 73.1%-32.1pp | 78.6%-37.6pp | 67.2%-26.2pp |
| Annual return | 13.80% | 17.13%-3.3pp | 70.17%-56.4pp | 1369.70%-1355.9pp |
| Employer contribution / active EE | $806 | $2,600-69.0% | $4,347-81.5% | $2,626-69.3% |
| Participant deferral / active EE | $2,191 | $4,505-51.4% | $6,035-63.7% | $4,350-49.6% |
| Admin fee / account holder | $6,036 | $2,234+170.2% | $12,695-52.5% | $1,945+210.4% |