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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 | $33,344 | $85,766-61.1% | $136,297-75.5% | $70,124-52.4% |
| Participation rate | 53.3% | 74.2%-20.8pp | 81.9%-28.6pp | 69.5%-16.2pp |
| Annual return | 14.75% | 31.45%-16.7pp | 5156.19%-5141.4pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,446 | $2,966-51.2% | $4,696-69.2% | $2,342-38.3% |
| Participant deferral / active EE | $1,566 | $5,051-69.0% | $6,247-74.9% | $3,332-53.0% |
| Admin fee / account holder | $839 | $5,420-84.5% | $9,244-90.9% | $4,645-81.9% |