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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 | $41,298 | $55,470-25.5% | $155,556-73.5% | $74,478-44.6% |
| Participation rate | 15.8% | 61.9%-46.1pp | 78.2%-62.4pp | 67.2%-51.4pp |
| Annual return | 14.65% | 269.80%-255.2pp | 64.84%-50.2pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $366 | $2,267-83.8% | $4,675-92.2% | $2,626-86.1% |
| Participant deferral / active EE | $725 | $2,838-74.5% | $5,631-87.1% | $4,350-83.3% |
| Admin fee / account holder | $903 | $1,744-48.2% | $15,885-94.3% | $1,946-53.6% |