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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 | $21,296 | $77,145-72.4% | $108,410-80.4% | $85,856-75.2% |
| Participation rate | 32.6% | 74.7%-42.1pp | 80.1%-47.5pp | 69.3%-36.7pp |
| Annual return | 35.70% | 44.54%-8.8pp | 905.34%-869.6pp | 318.58%-282.9pp |
| Employer contribution / active EE | $582 | $2,379-75.6% | $3,558-83.7% | $2,565-77.3% |
| Participant deferral / active EE | $1,487 | $5,566-73.3% | $6,562-77.3% | $3,952-62.4% |
| Admin fee / account holder | $875 | $5,172-83.1% | $7,296-88.0% | $6,261-86.0% |