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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 | $8,886 | $52,353-83.0% | $120,225-92.6% | $82,448-89.2% |
| Participation rate | 20.5% | 58.3%-37.8pp | 69.6%-49.1pp | 68.1%-47.6pp |
| Annual return | 13.88% | 61.85%-48.0pp | 439.23%-425.3pp | 41.64%-27.8pp |
| Employer contribution / active EE | $300 | $1,510-80.2% | $3,475-91.4% | $2,551-88.3% |
| Participant deferral / active EE | $601 | $2,627-77.1% | $3,999-85.0% | $4,139-85.5% |
| Admin fee / account holder | $2,515 | $4,363-42.4% | $5,696-55.9% | $7,234-65.2% |