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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 | $53,239 | $78,428-32.1% | $95,960-44.5% | $79,852-33.3% |
| Participation rate | 50.0% | 73.5%-23.5pp | 77.1%-27.1pp | 69.6%-19.6pp |
| Annual return | 16.84% | 19.37%-2.5pp | 91.63%-74.8pp | 31.72%-14.9pp |
| Employer contribution / active EE | $895 | $1,945-54.0% | $2,541-64.8% | $2,471-63.8% |
| Participant deferral / active EE | $1,555 | $3,440-54.8% | $4,167-62.7% | $3,740-58.4% |
| Admin fee / account holder | $3,287 | $5,622-41.5% | $6,797-51.6% | $5,306-38.1% |