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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 | $47,347 | $78,428-39.6% | $95,960-50.7% | $79,852-40.7% |
| Participation rate | 49.1% | 73.5%-24.4pp | 77.1%-28.0pp | 69.6%-20.6pp |
| Annual return | 13.14% | 19.37%-6.2pp | 91.63%-78.5pp | 31.72%-18.6pp |
| Employer contribution / active EE | $897 | $1,945-53.9% | $2,541-64.7% | $2,471-63.7% |
| Participant deferral / active EE | $1,329 | $3,440-61.4% | $4,167-68.1% | $3,740-64.5% |
| Admin fee / account holder | $1,152 | $5,622-79.5% | $6,797-83.1% | $5,306-78.3% |