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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 | $41,414 | $102,385-59.6% | $147,080-71.8% | $80,935-48.8% |
| Participation rate | 30.2% | 75.9%-45.6pp | 82.2%-51.9pp | 67.7%-37.4pp |
| Annual return | 20.07% | 135.09%-115.0pp | 420.17%-400.1pp | 35.66%-15.6pp |
| Employer contribution / active EE | $952 | $3,717-74.4% | $4,933-80.7% | $2,757-65.5% |
| Participant deferral / active EE | $2,079 | $6,651-68.7% | $8,066-74.2% | $4,299-51.6% |
| Admin fee / account holder | $805 | $7,951-89.9% | $12,989-93.8% | $6,924-88.4% |