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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 | $27,030 | $55,437-51.2% | $155,534-82.6% | $74,459-63.7% |
| Participation rate | 24.8% | 61.9%-37.1pp | 78.2%-53.4pp | 67.2%-42.4pp |
| Annual return | 13.23% | 269.58%-256.4pp | 64.92%-51.7pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $503 | $2,266-77.8% | $4,675-89.2% | $2,626-80.9% |
| Participant deferral / active EE | $690 | $2,837-75.7% | $5,630-87.7% | $4,350-84.1% |
| Admin fee / account holder | $2,095 | $1,742+20.3% | $15,900-86.8% | $1,945+7.7% |