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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 | $30,788 | $53,063-42.0% | $124,206-75.2% | $82,637-62.7% |
| Participation rate | 60.6% | 58.4%+2.2pp | 69.6%-9.0pp | 68.1%-7.4pp |
| Annual return | 14.52% | 68.87%-54.4pp | 515.27%-500.7pp | 53.51%-39.0pp |
| Employer contribution / active EE | $1,138 | $1,530-25.7% | $3,540-67.9% | $2,552-55.4% |
| Participant deferral / active EE | $633 | $2,644-76.1% | $3,968-84.1% | $4,126-84.7% |
| Admin fee / account holder | $409 | $4,281-90.4% | $5,929-93.1% | $7,339-94.4% |