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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 | $62,152 | $70,684-12.1% | $169,390-63.3% | $75,173-17.3% |
| Participation rate | 19.4% | 64.8%-45.4pp | 77.2%-57.7pp | 67.2%-47.8pp |
| Annual return | 17.68% | 36.38%-18.7pp | 406.07%-388.4pp | 160.72%-143.0pp |
| Employer contribution / active EE | $509 | $2,211-77.0% | $4,013-87.3% | $2,671-80.9% |
| Participant deferral / active EE | $1,165 | $4,310-73.0% | $6,222-81.3% | $4,126-71.8% |
| Admin fee / account holder | $21,380 | $5,404+295.6% | $9,015+137.2% | $5,651+278.4% |