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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 | $27,954 | $26,936+3.8% | $53,647-47.9% | $71,012-60.6% |
| Participation rate | 8.2% | 21.9%-13.6pp | 56.3%-48.1pp | 58.6%-50.3pp |
| Annual return | 20.12% | 81.59%-61.5pp | 358.33%-338.2pp | 37.67%-17.6pp |
| Employer contribution / active EE | $97 | $335-71.1% | $962-89.9% | $2,348-95.9% |
| Participant deferral / active EE | $164 | $590-72.1% | $1,813-90.9% | $3,246-94.9% |
| Admin fee / account holder | $1,374 | $2,177-36.9% | $2,460-44.1% | $1,167+17.8% |