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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 | $29,321 | $85,766-65.8% | $136,298-78.5% | $70,126-58.2% |
| Participation rate | 26.2% | 74.2%-47.9pp | 81.9%-55.7pp | 69.5%-43.3pp |
| Annual return | 16.31% | 31.46%-15.1pp | 5156.27%-5140.0pp | 73.15%-56.8pp |
| Employer contribution / active EE | $534 | $2,966-82.0% | $4,696-88.6% | $2,343-77.2% |
| Participant deferral / active EE | $1,075 | $5,051-78.7% | $6,247-82.8% | $3,332-67.7% |
| Admin fee / account holder | $779 | $5,421-85.6% | $9,244-91.6% | $4,645-83.2% |