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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 | $30,719 | $63,346-51.5% | $92,240-66.7% | $70,126-56.2% |
| Participation rate | 51.6% | 68.7%-17.1pp | 76.5%-24.9pp | 69.5%-17.9pp |
| Annual return | 12.97% | 530.19%-517.2pp | 176.29%-163.3pp | 73.15%-60.2pp |
| Employer contribution / active EE | $782 | $2,471-68.4% | $3,680-78.7% | $2,343-66.6% |
| Participant deferral / active EE | $883 | $2,854-69.1% | $3,897-77.3% | $3,332-73.5% |
| Admin fee / account holder | $1,087 | $3,841-71.7% | $5,194-79.1% | $4,645-76.6% |