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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 | $61,126 | $79,223-22.8% | $102,460-40.3% | $74,478-17.9% |
| Participation rate | 27.6% | 74.8%-47.2pp | 76.5%-48.9pp | 67.2%-39.7pp |
| Annual return | 11.27% | 54.98%-43.7pp | 29.47%-18.2pp | 1370.56%-1359.3pp |
| Employer contribution / active EE | $775 | $2,363-67.2% | $3,025-74.4% | $2,626-70.5% |
| Participant deferral / active EE | $1,193 | $4,417-73.0% | $5,056-76.4% | $4,350-72.6% |
| Admin fee / account holder | $5,868 | $2,003+193.0% | $9,460-38.0% | $1,946+201.6% |