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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 | $29,795 | $61,660-51.7% | $80,022-62.8% | $64,173-53.6% |
| Participation rate | 39.6% | 71.7%-32.1pp | 75.8%-36.3pp | 69.6%-30.0pp |
| Annual return | 1925.60% | -0.33%+1925.9pp | 11.22%+1914.4pp | 7.63%+1918.0pp |
| Employer contribution / active EE | $610 | $1,810-66.3% | $2,468-75.3% | $2,381-74.4% |
| Participant deferral / active EE | $1,104 | $2,968-62.8% | $3,686-70.0% | $3,470-68.2% |
| Admin fee / account holder | $9,726 | $5,417+79.5% | $6,521+49.2% | $4,887+99.0% |