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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 | $47,057 | $79,189-40.6% | $102,457-54.1% | $74,400-36.8% |
| Participation rate | 35.5% | 74.8%-39.2pp | 76.5%-41.0pp | 67.2%-31.7pp |
| Annual return | 14.94% | 54.98%-40.0pp | 29.41%-14.5pp | 1367.51%-1352.6pp |
| Employer contribution / active EE | $771 | $2,362-67.4% | $3,022-74.5% | $2,624-70.6% |
| Participant deferral / active EE | $1,776 | $4,415-59.8% | $5,054-64.9% | $4,348-59.2% |
| Admin fee / account holder | $1,278 | $2,002-36.2% | $9,451-86.5% | $1,944-34.3% |