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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 | $29,685 | $102,429-71.0% | $147,096-79.8% | $80,925-63.3% |
| Participation rate | 28.0% | 75.9%-47.9pp | 82.2%-54.2pp | 67.7%-39.7pp |
| Annual return | 33.78% | 135.02%-101.2pp | 419.75%-386.0pp | 35.65%-1.9pp |
| Employer contribution / active EE | $1,133 | $3,716-69.5% | $4,936-77.0% | $2,756-58.9% |
| Participant deferral / active EE | $1,973 | $6,649-70.3% | $8,071-75.6% | $4,299-54.1% |
| Admin fee / account holder | $4,297 | $7,957-46.0% | $13,005-67.0% | $6,940-38.1% |