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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 | $62,741 | $45,900+36.7% | $94,057-33.3% | $64,340-2.5% |
| Participation rate | 7.9% | 50.6%-42.7pp | 73.3%-65.4pp | 55.2%-47.4pp |
| Annual return | 12.09% | 50.47%-38.4pp | 480.62%-468.5pp | 24.14%-12.1pp |
| Employer contribution / active EE | $161 | $1,612-90.0% | $2,933-94.5% | $1,862-91.3% |
| Participant deferral / active EE | $244 | $2,102-88.4% | $4,709-94.8% | $2,980-91.8% |
| Admin fee / account holder | $2,277 | $3,143-27.6% | $7,244-68.6% | $3,703-38.5% |