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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 | $25,638 | $39,798-35.6% | $67,704-62.1% | $59,633-57.0% |
| Participation rate | 52.6% | 57.4%-4.7pp | 67.5%-14.9pp | 68.7%-16.0pp |
| Annual return | 3.09% | 89.94%-86.8pp | 25.41%-22.3pp | 2041.40%-2038.3pp |
| Employer contribution / active EE | $284 | $1,393-79.6% | $2,559-88.9% | $2,203-87.1% |
| Participant deferral / active EE | $598 | $2,335-74.4% | $3,585-83.3% | $3,192-81.3% |
| Admin fee / account holder | $1,077 | $3,212-66.5% | $4,255-74.7% | $4,297-74.9% |