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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 | $41,314 | $74,661-44.7% | $160,784-74.3% | $67,986-39.2% |
| Participation rate | 32.4% | 57.1%-24.8pp | 77.0%-44.6pp | 57.2%-24.8pp |
| Annual return | 17.26% | 28.83%-11.6pp | 1803.92%-1786.7pp | 31.67%-14.4pp |
| Employer contribution / active EE | $611 | $1,829-66.6% | $3,733-83.6% | $2,019-69.7% |
| Participant deferral / active EE | $1,353 | $3,681-63.2% | $6,293-78.5% | $3,358-59.7% |
| Admin fee / account holder | $3,584 | $3,959-9.5% | $9,717-63.1% | $3,203+11.9% |