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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 | $23,733 | $61,125-61.2% | $94,057-74.8% | $87,485-72.9% |
| Participation rate | 27.1% | 64.1%-36.9pp | 73.3%-46.2pp | 68.9%-41.8pp |
| Annual return | 15.43% | 35.20%-19.8pp | 480.62%-465.2pp | 26.06%-10.6pp |
| Employer contribution / active EE | $535 | $2,136-75.0% | $2,933-81.8% | $2,596-79.4% |
| Participant deferral / active EE | $711 | $3,260-78.2% | $4,709-84.9% | $4,274-83.4% |
| Admin fee / account holder | $1,359 | $5,629-75.9% | $7,244-81.2% | $7,775-82.5% |