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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 | $49,163 | $88,360-44.4% | $145,433-66.2% | $67,986-27.7% |
| Participation rate | 22.4% | 65.5%-43.1pp | 82.1%-59.7pp | 57.2%-34.8pp |
| Annual return | 25.31% | 63.15%-37.8pp | 66.58%-41.3pp | 31.67%-6.4pp |
| Employer contribution / active EE | $609 | $3,054-80.1% | $4,554-86.6% | $2,019-69.8% |
| Participant deferral / active EE | $1,198 | $5,932-79.8% | $7,897-84.8% | $3,358-64.3% |
| Admin fee / account holder | $4,043 | $3,313+22.0% | $13,129-69.2% | $3,203+26.2% |