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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 | $59,075 | $89,370-33.9% | $141,197-58.2% | $72,976-19.0% |
| Participation rate | 24.1% | 75.1%-51.1pp | 82.5%-58.4pp | 69.5%-45.4pp |
| Annual return | 25.16% | 111.88%-86.7pp | 71.41%-46.2pp | 81.02%-55.9pp |
| Employer contribution / active EE | $1,014 | $3,115-67.4% | $4,736-78.6% | $2,440-58.4% |
| Participant deferral / active EE | $1,215 | $5,419-77.6% | $6,710-81.9% | $3,608-66.3% |
| Admin fee / account holder | $12,159 | $5,957+104.1% | $10,265+18.5% | $5,124+137.3% |