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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 | $39,126 | $79,169-50.6% | $100,415-61.0% | $74,478-47.5% |
| Participation rate | 41.2% | 79.4%-38.2pp | 81.5%-40.3pp | 67.2%-26.0pp |
| Annual return | 14.81% | 20.51%-5.7pp | 49.47%-34.7pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $1,360 | $3,017-54.9% | $3,943-65.5% | $2,626-48.2% |
| Participant deferral / active EE | $2,377 | $7,751-69.3% | $8,091-70.6% | $4,350-45.4% |
| Admin fee / account holder | $4,963 | $1,337+271.1% | $7,906-37.2% | $1,946+155.1% |