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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 | $26,908 | $60,504-55.5% | $81,882-67.1% | $74,478-63.9% |
| Participation rate | 19.4% | 62.9%-43.5pp | 72.4%-53.0pp | 67.2%-47.8pp |
| Annual return | 13.24% | 16.91%-3.7pp | 779.47%-766.2pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $376 | $2,627-85.7% | $2,916-87.1% | $2,626-85.7% |
| Participant deferral / active EE | $521 | $3,400-84.7% | $4,323-88.0% | $4,350-88.0% |
| Admin fee / account holder | $4,179 | $1,492+180.1% | $7,360-43.2% | $1,946+114.8% |