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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 | $48,594 | $64,705-24.9% | $62,929-22.8% | $67,986-28.5% |
| Participation rate | 30.9% | 65.6%-34.7pp | 73.1%-42.2pp | 57.2%-26.3pp |
| Annual return | 15.58% | 20.31%-4.7pp | 1063.93%-1048.3pp | 31.67%-16.1pp |
| Employer contribution / active EE | $551 | $2,376-76.8% | $2,505-78.0% | $2,019-72.7% |
| Participant deferral / active EE | $891 | $3,198-72.1% | $3,888-77.1% | $3,358-73.5% |
| Admin fee / account holder | $913 | $1,428-36.0% | $5,065-82.0% | $3,203-71.5% |