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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 | $40,358 | $59,448-32.1% | $93,696-56.9% | $74,459-45.8% |
| Participation rate | 31.6% | 59.6%-28.1pp | 68.7%-37.1pp | 67.2%-35.6pp |
| Annual return | 13.89% | 82.11%-68.2pp | 133.74%-119.9pp | 1369.70%-1355.8pp |
| Employer contribution / active EE | $552 | $1,266-56.4% | $2,422-77.2% | $2,626-79.0% |
| Participant deferral / active EE | $748 | $3,052-75.5% | $4,417-83.1% | $4,350-82.8% |
| Admin fee / account holder | $3,225 | $3,027+6.5% | $8,287-61.1% | $1,945+65.8% |