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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 | $24,151 | $54,729-55.9% | $86,235-72.0% | $71,529-66.2% |
| Participation rate | 34.6% | 60.1%-25.5pp | 69.0%-34.3pp | 67.9%-33.3pp |
| Annual return | 18.29% | 20.07%-1.8pp | 1170.03%-1151.7pp | 28.97%-10.7pp |
| Employer contribution / active EE | $681 | $1,267-46.3% | $2,381-71.4% | $2,590-73.7% |
| Participant deferral / active EE | $1,226 | $3,110-60.6% | $3,987-69.2% | $4,291-71.4% |
| Admin fee / account holder | $1,352 | $1,921-29.6% | $6,856-80.3% | $1,588-14.9% |