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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 | $32,166 | $65,555-50.9% | $86,216-62.7% | $75,173-57.2% |
| Participation rate | 28.8% | 60.5%-31.6pp | 69.0%-40.1pp | 67.2%-38.4pp |
| Annual return | 18.33% | 46.07%-27.7pp | 1169.42%-1151.1pp | 160.72%-142.4pp |
| Employer contribution / active EE | $357 | $1,553-77.0% | $2,382-85.0% | $2,671-86.6% |
| Participant deferral / active EE | $976 | $3,023-67.7% | $3,986-75.5% | $4,126-76.3% |
| Admin fee / account holder | $2,274 | $5,469-58.4% | $6,853-66.8% | $5,651-59.8% |