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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 | $46,784 | $98,766-52.6% | $149,730-68.8% | $79,852-41.4% |
| Participation rate | 48.7% | 75.8%-27.1pp | 82.5%-33.8pp | 69.6%-20.9pp |
| Annual return | 14.45% | 27.43%-13.0pp | 276.70%-262.3pp | 31.72%-17.3pp |
| Employer contribution / active EE | $1,500 | $3,217-53.4% | $4,645-67.7% | $2,471-39.3% |
| Participant deferral / active EE | $2,330 | $5,681-59.0% | $6,843-66.0% | $3,740-37.7% |
| Admin fee / account holder | $2,185 | $6,052-63.9% | $9,310-76.5% | $5,306-58.8% |