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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 | $22,608 | $64,324-64.9% | $118,914-81.0% | $79,856-71.7% |
| Participation rate | 40.0% | 64.9%-24.9pp | 75.4%-35.4pp | 69.6%-29.6pp |
| Annual return | 11.33% | 86.45%-75.1pp | 35.89%-24.6pp | 31.71%-20.4pp |
| Employer contribution / active EE | $645 | $1,836-64.9% | $3,264-80.2% | $2,471-73.9% |
| Participant deferral / active EE | $1,032 | $2,824-63.5% | $4,266-75.8% | $3,741-72.4% |
| Admin fee / account holder | $2,681 | $4,040-33.6% | $6,582-59.3% | $5,306-49.5% |