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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 | $33,781 | $102,422-67.0% | $147,117-77.0% | $80,959-58.3% |
| Participation rate | 17.2% | 75.9%-58.6pp | 82.2%-64.9pp | 67.7%-50.4pp |
| Annual return | 19.37% | 135.16%-115.8pp | 420.54%-401.2pp | 35.67%-16.3pp |
| Employer contribution / active EE | $1,293 | $3,717-65.2% | $4,932-73.8% | $2,757-53.1% |
| Participant deferral / active EE | $2,494 | $6,652-62.5% | $8,065-69.1% | $4,300-42.0% |
| Admin fee / account holder | $2,179 | $7,953-72.6% | $12,993-83.2% | $6,925-68.5% |