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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 | $33,710 | $98,240-65.7% | $82,313-59.0% | $147,585-77.2% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 13.76% | 30.85%-17.1pp | 25.88%-12.1pp | 578.58%-564.8pp |
| Employer contribution / active EE | $939 | $3,192-70.6% | $2,428-61.3% | $4,876-80.8% |
| Participant deferral / active EE | $940 | $4,383-78.6% | $3,706-74.6% | $5,439-82.7% |
| Admin fee / account holder | $1,169 | $8,563-86.3% | $5,608-79.2% | $10,886-89.3% |