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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 | $46,564 | $77,569-40.0% | $115,599-59.7% | $64,097-27.4% |
| Participation rate | 18.4% | 60.7%-42.2pp | 74.3%-55.9pp | 55.2%-36.8pp |
| Annual return | 50.67% | 18.52%+32.2pp | 111.10%-60.4pp | 34.64%+16.0pp |
| Employer contribution / active EE | $733 | $1,915-61.7% | $2,955-75.2% | $1,891-61.3% |
| Participant deferral / active EE | $1,208 | $3,327-63.7% | $4,889-75.3% | $3,080-60.8% |
| Admin fee / account holder | $1,075 | $4,470-75.9% | $12,841-91.6% | $3,454-68.9% |