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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 | $81,392 | $102,385-20.5% | $147,080-44.7% | $80,935+0.6% |
| Participation rate | 48.1% | 75.9%-27.7pp | 82.2%-34.0pp | 67.7%-19.5pp |
| Annual return | 15.67% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,232 | $3,717-66.9% | $4,933-75.0% | $2,757-55.3% |
| Participant deferral / active EE | $2,564 | $6,651-61.4% | $8,066-68.2% | $4,299-40.4% |
| Admin fee / account holder | $3,663 | $7,951-53.9% | $12,989-71.8% | $6,924-47.1% |