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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 | $27,833 | $85,766-67.5% | $136,298-79.6% | $70,126-60.3% |
| Participation rate | 32.8% | 74.2%-41.3pp | 81.9%-49.1pp | 69.5%-36.7pp |
| Annual return | 21.05% | 31.46%-10.4pp | 5156.27%-5135.2pp | 73.15%-52.1pp |
| Employer contribution / active EE | $860 | $2,966-71.0% | $4,696-81.7% | $2,343-63.3% |
| Participant deferral / active EE | $1,369 | $5,051-72.9% | $6,247-78.1% | $3,332-58.9% |
| Admin fee / account holder | $912 | $5,421-83.2% | $9,244-90.1% | $4,645-80.4% |