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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 | $51,192 | $89,259-42.6% | $107,187-52.2% | $82,637-38.1% |
| Participation rate | 22.2% | 67.9%-45.7pp | 75.0%-52.8pp | 68.1%-45.8pp |
| Annual return | 19.65% | 21.02%-1.4pp | 204.55%-184.9pp | 53.51%-33.9pp |
| Employer contribution / active EE | $883 | $3,080-71.3% | $3,782-76.7% | $2,552-65.4% |
| Participant deferral / active EE | $1,558 | $4,037-61.4% | $5,096-69.4% | $4,126-62.3% |
| Admin fee / account holder | $1,878 | $7,381-74.6% | $9,162-79.5% | $7,339-74.4% |