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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 | $20,160 | $48,364-58.3% | $71,796-71.9% | $62,881-67.9% |
| Participation rate | 30.1% | 60.6%-30.5pp | 69.1%-39.0pp | 69.3%-39.2pp |
| Annual return | 7.16% | 13.16%-6.0pp | 78.04%-70.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $257 | $1,042-75.3% | $1,924-86.6% | $2,281-88.7% |
| Participant deferral / active EE | $686 | $2,091-67.2% | $2,794-75.4% | $3,203-78.6% |
| Admin fee / account holder | $1,619 | $3,771-57.1% | $4,815-66.4% | $4,296-62.3% |