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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 | $58,635 | $96,524-39.3% | $75,900-22.7% | $152,909-61.7% |
| Participation rate | 60.0% | 76.2%-16.2pp | 69.3%-9.3pp | 82.5%-22.5pp |
| Annual return | 17.69% | 33.93%-16.2pp | 30.73%-13.0pp | 345.46%-327.8pp |
| Employer contribution / active EE | $815 | $3,311-75.4% | $2,501-67.4% | $4,764-82.9% |
| Participant deferral / active EE | $1,019 | $4,554-77.6% | $3,604-71.7% | $5,851-82.6% |
| Admin fee / account holder | $23,588 | $8,082+191.9% | $5,421+335.1% | $11,601+103.3% |