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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 | $61,414 | $79,209-22.5% | $102,434-40.0% | $74,459-17.5% |
| Participation rate | 40.0% | 74.8%-34.8pp | 76.5%-36.5pp | 67.2%-27.2pp |
| Annual return | 11.30% | 54.98%-43.7pp | 29.46%-18.2pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $1,042 | $2,362-55.9% | $3,023-65.5% | $2,626-60.3% |
| Participant deferral / active EE | $1,672 | $4,417-62.1% | $5,055-66.9% | $4,350-61.6% |
| Admin fee / account holder | $3,677 | $2,002+83.7% | $9,462-61.1% | $1,945+89.1% |