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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 | $51,765 | $97,125-46.7% | $86,233-40.0% | $137,256-62.3% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.0%-49.0pp | 80.0%-60.0pp |
| Annual return | 13.05% | 74.19%-61.1pp | 61.39%-48.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $283 | $2,841-90.0% | $2,504-88.7% | $4,156-93.2% |
| Participant deferral / active EE | $411 | $5,180-92.1% | $4,559-91.0% | $6,407-93.6% |
| Admin fee / account holder | $1,048 | $9,725-89.2% | $8,342-87.4% | $12,270-91.5% |