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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 | $36,193 | $50,637-28.5% | $86,581-58.2% | $62,293-41.9% |
| Participation rate | 47.3% | 67.9%-20.6pp | 73.5%-26.2pp | 69.5%-22.2pp |
| Annual return | 17.14% | 20.80%-3.7pp | 965.06%-947.9pp | 28.90%-11.8pp |
| Employer contribution / active EE | $641 | $2,075-69.1% | $2,840-77.4% | $2,042-68.6% |
| Participant deferral / active EE | $491 | $2,611-81.2% | $3,609-86.4% | $3,169-84.5% |
| Admin fee / account holder | $1,687 | $413+308.1% | $4,904-65.6% | $479+251.9% |