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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 | $43,402 | $85,766-49.4% | $136,298-68.2% | $70,126-38.1% |
| Participation rate | 28.2% | 74.2%-46.0pp | 81.9%-53.7pp | 69.5%-41.3pp |
| Annual return | 19.29% | 31.46%-12.2pp | 5156.27%-5137.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $914 | $2,966-69.2% | $4,696-80.5% | $2,343-61.0% |
| Participant deferral / active EE | $959 | $5,051-81.0% | $6,247-84.6% | $3,332-71.2% |
| Admin fee / account holder | $2,982 | $5,421-45.0% | $9,244-67.7% | $4,645-35.8% |