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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 | $50,790 | $45,119+12.6% | $85,126-40.3% | $74,429-31.8% |
| Participation rate | 6.6% | 49.4%-42.7pp | 67.5%-60.9pp | 67.2%-60.6pp |
| Annual return | 16.82% | 26.28%-9.5pp | 66.63%-49.8pp | 1368.38%-1351.6pp |
| Employer contribution / active EE | $234 | $1,460-84.0% | $2,731-91.4% | $2,625-91.1% |
| Participant deferral / active EE | $293 | $2,738-89.3% | $4,523-93.5% | $4,348-93.3% |
| Admin fee / account holder | $3,750 | $2,214+69.4% | $6,160-39.1% | $1,944+92.9% |