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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 | $69,037 | $61,755+11.8% | $97,161-28.9% | $80,911-14.7% |
| Participation rate | 20.4% | 63.5%-43.1pp | 72.7%-52.3pp | 67.6%-47.2pp |
| Annual return | 13.19% | -557.90%+571.1pp | 75.36%-62.2pp | 35.63%-22.4pp |
| Employer contribution / active EE | $556 | $1,835-69.7% | $2,723-79.6% | $2,756-79.8% |
| Participant deferral / active EE | $839 | $3,026-72.3% | $4,265-80.3% | $4,297-80.5% |
| Admin fee / account holder | $11,922 | $5,166+130.8% | $5,647+111.1% | $6,935+71.9% |