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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 | $28,538 | $59,448-52.0% | $93,696-69.5% | $74,459-61.7% |
| Participation rate | 16.5% | 59.6%-43.1pp | 68.7%-52.2pp | 67.2%-50.7pp |
| Annual return | 16.02% | 82.11%-66.1pp | 133.74%-117.7pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $315 | $1,266-75.2% | $2,422-87.0% | $2,626-88.0% |
| Participant deferral / active EE | $622 | $3,052-79.6% | $4,417-85.9% | $4,350-85.7% |
| Admin fee / account holder | $866 | $3,027-71.4% | $8,287-89.5% | $1,945-55.5% |