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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 | $18,605 | $80,812-77.0% | $160,784-88.4% | $82,448-77.4% |
| Participation rate | 27.3% | 66.2%-39.0pp | 77.0%-49.7pp | 68.1%-40.8pp |
| Annual return | 15.94% | 100.59%-84.6pp | 1803.92%-1788.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $455 | $2,174-79.1% | $3,733-87.8% | $2,551-82.2% |
| Participant deferral / active EE | $1,115 | $4,335-74.3% | $6,293-82.3% | $4,139-73.1% |
| Admin fee / account holder | $5,259 | $7,695-31.7% | $9,717-45.9% | $7,234-27.3% |