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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 | $32,673 | $58,275-43.9% | $81,844-60.1% | $80,935-59.6% |
| Participation rate | 17.0% | 63.5%-46.4pp | 72.4%-55.3pp | 67.7%-50.6pp |
| Annual return | 13.49% | 41.82%-28.3pp | 778.87%-765.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $350 | $2,346-85.1% | $2,916-88.0% | $2,757-87.3% |
| Participant deferral / active EE | $588 | $3,285-82.1% | $4,323-86.4% | $4,299-86.3% |
| Admin fee / account holder | $6,966 | $4,749+46.7% | $7,355-5.3% | $6,924+0.6% |