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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 | $24,269 | $60,119-59.6% | $90,430-73.2% | $79,858-69.6% |
| Participation rate | 28.0% | 65.0%-37.0pp | 72.7%-44.7pp | 69.6%-41.6pp |
| Annual return | 15.26% | 71.94%-56.7pp | 1293.73%-1278.5pp | 31.72%-16.5pp |
| Employer contribution / active EE | $399 | $2,068-80.7% | $3,262-87.8% | $2,471-83.9% |
| Participant deferral / active EE | $549 | $2,938-81.3% | $3,963-86.1% | $3,740-85.3% |
| Admin fee / account holder | $907 | $3,976-77.2% | $5,613-83.8% | $5,306-82.9% |