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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 | $52,025 | $51,638+0.8% | $68,368-23.9% | $82,448-36.9% |
| Participation rate | 16.9% | 63.6%-46.7pp | 73.8%-56.8pp | 68.1%-51.2pp |
| Annual return | 16.05% | 37.53%-21.5pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $299 | $2,047-85.4% | $2,649-88.7% | $2,551-88.3% |
| Participant deferral / active EE | $440 | $2,914-84.9% | $4,123-89.3% | $4,139-89.4% |
| Admin fee / account holder | $507 | $4,643-89.1% | $5,150-90.2% | $7,234-93.0% |