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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 | $60,759 | $59,456+2.2% | $93,669-35.1% | $74,429-18.4% |
| Participation rate | 27.5% | 59.6%-32.1pp | 68.7%-41.2pp | 67.2%-39.7pp |
| Annual return | 15.55% | 82.00%-66.4pp | 133.59%-118.0pp | 1368.38%-1352.8pp |
| Employer contribution / active EE | $400 | $1,266-68.4% | $2,424-83.5% | $2,625-84.8% |
| Participant deferral / active EE | $883 | $3,052-71.1% | $4,416-80.0% | $4,348-79.7% |
| Admin fee / account holder | $1,083 | $3,026-64.2% | $8,291-86.9% | $1,944-44.3% |