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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 | $57,742 | $102,429-43.6% | $147,096-60.7% | $80,925-28.6% |
| Participation rate | 34.1% | 75.9%-41.8pp | 82.2%-48.1pp | 67.7%-33.6pp |
| Annual return | 18.65% | 135.02%-116.4pp | 419.75%-401.1pp | 35.65%-17.0pp |
| Employer contribution / active EE | $1,688 | $3,716-54.6% | $4,936-65.8% | $2,756-38.8% |
| Participant deferral / active EE | $2,440 | $6,649-63.3% | $8,071-69.8% | $4,299-43.2% |
| Admin fee / account holder | $5,429 | $7,957-31.8% | $13,005-58.3% | $6,940-21.8% |