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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 | $48,471 | $108,882-55.5% | $96,754-49.9% | $154,746-68.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 16.21% | 98.39%-82.2pp | 82.04%-65.8pp | 172.34%-156.1pp |
| Employer contribution / active EE | $716 | $3,018-76.3% | $2,679-73.3% | $4,379-83.6% |
| Participant deferral / active EE | $876 | $5,323-83.5% | $4,758-81.6% | $6,730-87.0% |
| Admin fee / account holder | $2,150 | $10,200-78.9% | $8,905-75.9% | $14,365-85.0% |