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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 | $54,244 | $55,889-2.9% | $76,119-28.7% | $80,935-33.0% |
| Participation rate | 47.4% | 62.1%-14.7pp | 69.1%-21.7pp | 67.7%-20.3pp |
| Annual return | 15.14% | 20.58%-5.4pp | 361.25%-346.1pp | 35.66%-20.5pp |
| Employer contribution / active EE | $503 | $1,866-73.0% | $2,693-81.3% | $2,757-81.7% |
| Participant deferral / active EE | $952 | $3,051-68.8% | $4,259-77.7% | $4,299-77.9% |
| Admin fee / account holder | $473 | $5,241-91.0% | $6,421-92.6% | $6,924-93.2% |