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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 | $41,071 | $101,653-59.6% | $147,080-72.1% | $74,459-44.8% |
| Participation rate | 49.1% | 75.6%-26.5pp | 82.2%-33.1pp | 67.2%-18.1pp |
| Annual return | 16.65% | 8754.98%-8738.3pp | 420.17%-403.5pp | 1369.70%-1353.1pp |
| Employer contribution / active EE | $1,194 | $3,813-68.7% | $4,933-75.8% | $2,626-54.5% |
| Participant deferral / active EE | $2,335 | $7,304-68.0% | $8,066-71.1% | $4,350-46.3% |
| Admin fee / account holder | $5,147 | $1,752+193.9% | $12,989-60.4% | $1,945+164.7% |