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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 | $41,985 | $59,402-29.3% | $93,654-55.2% | $74,546-43.7% |
| Participation rate | 26.7% | 59.7%-33.0pp | 68.7%-42.1pp | 67.2%-40.5pp |
| Annual return | 10.87% | 81.86%-71.0pp | 133.34%-122.5pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $725 | $1,265-42.6% | $2,421-70.0% | $2,624-72.4% |
| Participant deferral / active EE | $1,202 | $3,049-60.6% | $4,413-72.8% | $4,347-72.3% |
| Admin fee / account holder | $4,630 | $3,023+53.2% | $8,282-44.1% | $1,944+138.2% |