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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 | $80,705-42.3% | $115,768-59.8% | $67,986-31.5% |
| Participation rate | 18.4% | 63.0%-44.5pp | 74.4%-56.0pp | 57.2%-38.8pp |
| Annual return | 50.67% | 18.49%+32.2pp | 100.46%-49.8pp | 31.67%+19.0pp |
| Employer contribution / active EE | $733 | $2,046-64.2% | $2,940-75.1% | $2,019-63.7% |
| Participant deferral / active EE | $1,208 | $3,559-66.0% | $4,917-75.4% | $3,358-64.0% |
| Admin fee / account holder | $1,075 | $4,135-74.0% | $12,439-91.4% | $3,203-66.4% |