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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 | $51,534 | $56,110-8.2% | $94,993-45.7% | $70,124-26.5% |
| Participation rate | 25.6% | 65.0%-39.4pp | 73.9%-48.3pp | 69.5%-44.0pp |
| Annual return | 12.94% | 51.02%-38.1pp | 27.14%-14.2pp | 73.14%-60.2pp |
| Employer contribution / active EE | $898 | $1,442-37.8% | $2,603-65.5% | $2,342-61.7% |
| Participant deferral / active EE | $898 | $2,391-62.5% | $3,317-72.9% | $3,332-73.1% |
| Admin fee / account holder | $2,377 | $3,456-31.2% | $4,960-52.1% | $4,645-48.8% |