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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 | $44,783 | $29,733+50.6% | $56,025-20.1% | $80,959-44.7% |
| Participation rate | 6.7% | 41.7%-35.1pp | 52.5%-45.8pp | 67.7%-61.0pp |
| Annual return | 14.58% | 35.28%-20.7pp | 1712.69%-1698.1pp | 35.67%-21.1pp |
| Employer contribution / active EE | $105 | $672-84.3% | $1,042-89.9% | $2,757-96.2% |
| Participant deferral / active EE | $190 | $1,229-84.6% | $1,955-90.3% | $4,300-95.6% |
| Admin fee / account holder | $1,015 | $2,434-58.3% | $2,828-64.1% | $6,925-85.4% |