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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 | $28,066 | $59,467-52.8% | $93,727-70.1% | $74,478-62.3% |
| Participation rate | 19.4% | 59.6%-40.2pp | 68.7%-49.3pp | 67.2%-47.8pp |
| Annual return | 14.42% | 82.14%-67.7pp | 133.83%-119.4pp | 1370.56%-1356.1pp |
| Employer contribution / active EE | $574 | $1,267-54.7% | $2,421-76.3% | $2,626-78.2% |
| Participant deferral / active EE | $870 | $3,052-71.5% | $4,417-80.3% | $4,350-80.0% |
| Admin fee / account holder | $2,331 | $3,028-23.0% | $8,292-71.9% | $1,946+19.8% |