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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 | $39,714 | $80,812-50.9% | $160,784-75.3% | $82,448-51.8% |
| Participation rate | 34.5% | 66.2%-31.8pp | 77.0%-42.5pp | 68.1%-33.6pp |
| Annual return | 17.70% | 100.59%-82.9pp | 1803.92%-1786.2pp | 41.64%-23.9pp |
| Employer contribution / active EE | $851 | $2,174-60.8% | $3,733-77.2% | $2,551-66.6% |
| Participant deferral / active EE | $1,304 | $4,335-69.9% | $6,293-79.3% | $4,139-68.5% |
| Admin fee / account holder | $727 | $7,695-90.5% | $9,717-92.5% | $7,234-89.9% |