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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 | $33,175 | $102,385-67.6% | $147,080-77.4% | $80,935-59.0% |
| Participation rate | 58.3% | 75.9%-17.5pp | 82.2%-23.8pp | 67.7%-9.3pp |
| Annual return | 12.51% | 135.09%-122.6pp | 420.17%-407.7pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,257 | $3,717-66.2% | $4,933-74.5% | $2,757-54.4% |
| Participant deferral / active EE | $2,517 | $6,651-62.2% | $8,066-68.8% | $4,299-41.5% |
| Admin fee / account holder | $1,240 | $7,951-84.4% | $12,989-90.5% | $6,924-82.1% |