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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 | $43,193 | $101,653-57.5% | $147,080-70.6% | $74,459-42.0% |
| Participation rate | 36.0% | 75.6%-39.6pp | 82.2%-46.2pp | 67.2%-31.2pp |
| Annual return | 16.28% | 8754.98%-8738.7pp | 420.17%-403.9pp | 1369.70%-1353.4pp |
| Employer contribution / active EE | $1,701 | $3,813-55.4% | $4,933-65.5% | $2,626-35.2% |
| Participant deferral / active EE | $2,747 | $7,304-62.4% | $8,066-65.9% | $4,350-36.8% |
| Admin fee / account holder | $2,912 | $1,752+66.2% | $12,989-77.6% | $1,945+49.7% |