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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 | $48,930 | $56,063-12.7% | $76,051-35.7% | $80,911-39.5% |
| Participation rate | 10.2% | 62.0%-51.8pp | 69.1%-58.9pp | 67.6%-57.4pp |
| Annual return | 19.37% | 20.54%-1.2pp | 360.42%-341.0pp | 35.63%-16.3pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $555 | $3,052-81.8% | $4,257-87.0% | $4,297-87.1% |
| Admin fee / account holder | $1,702 | $5,240-67.5% | $6,416-73.5% | $6,935-75.5% |