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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 | $25,009 | $55,122-54.6% | $104,614-76.1% | $73,493-66.0% |
| Participation rate | 48.2% | 67.7%-19.5pp | 74.1%-25.9pp | 70.7%-22.5pp |
| Annual return | 85.93% | 24.77%+61.2pp | 340.56%-254.6pp | 28.51%+57.4pp |
| Employer contribution / active EE | $895 | $1,464-38.9% | $2,681-66.6% | $2,270-60.6% |
| Participant deferral / active EE | $1,230 | $2,919-57.9% | $3,739-67.1% | $3,740-67.1% |
| Admin fee / account holder | $1,119 | $423+164.6% | $6,464-82.7% | $513+118.0% |