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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 | $31,462 | $65,575-52.0% | $86,209-63.5% | $75,181-58.2% |
| Participation rate | 18.4% | 60.5%-42.1pp | 69.0%-50.6pp | 67.2%-48.8pp |
| Annual return | 22.47% | 46.07%-23.6pp | 1169.05%-1146.6pp | 160.69%-138.2pp |
| Employer contribution / active EE | $721 | $1,553-53.6% | $2,381-69.7% | $2,671-73.0% |
| Participant deferral / active EE | $929 | $3,023-69.3% | $3,986-76.7% | $4,126-77.5% |
| Admin fee / account holder | $1,428 | $5,470-73.9% | $6,853-79.2% | $5,650-74.7% |