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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 | $46,427 | $59,456-21.9% | $93,669-50.4% | $74,429-37.6% |
| Participation rate | 37.3% | 59.6%-22.4pp | 68.7%-31.4pp | 67.2%-29.9pp |
| Annual return | 10.94% | 82.00%-71.1pp | 133.59%-122.6pp | 1368.38%-1357.4pp |
| Employer contribution / active EE | $713 | $1,266-43.7% | $2,424-70.6% | $2,625-72.8% |
| Participant deferral / active EE | $1,060 | $3,052-65.3% | $4,416-76.0% | $4,348-75.6% |
| Admin fee / account holder | $5,982 | $3,026+97.7% | $8,291-27.8% | $1,944+207.7% |