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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 | $27,471 | $102,422-73.2% | $147,117-81.3% | $80,959-66.1% |
| Participation rate | 55.9% | 75.9%-19.9pp | 82.2%-26.3pp | 67.7%-11.7pp |
| Annual return | 14.17% | 135.16%-121.0pp | 420.54%-406.4pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,303 | $3,717-65.0% | $4,932-73.6% | $2,757-52.7% |
| Participant deferral / active EE | $1,933 | $6,652-70.9% | $8,065-76.0% | $4,300-55.0% |
| Admin fee / account holder | $1,159 | $7,953-85.4% | $12,993-91.1% | $6,925-83.3% |