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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 | $27,300 | $77,157-64.6% | $108,405-74.8% | $85,847-68.2% |
| Participation rate | 67.9% | 74.7%-6.8pp | 80.1%-12.3pp | 69.3%-1.5pp |
| Annual return | 16.59% | 44.55%-28.0pp | 905.55%-889.0pp | 318.61%-302.0pp |
| Employer contribution / active EE | $305 | $2,379-87.2% | $3,559-91.4% | $2,565-88.1% |
| Participant deferral / active EE | $2,355 | $5,567-57.7% | $6,563-64.1% | $3,952-40.4% |
| Admin fee / account holder | $538 | $5,174-89.6% | $7,297-92.6% | $6,261-91.4% |