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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 | $62,557 | $31,679+97.5% | $74,723-16.3% | $65,186-4.0% |
| Participation rate | 9.9% | 40.4%-30.4pp | 54.5%-44.6pp | 70.2%-60.3pp |
| Annual return | 21.12% | 39.04%-17.9pp | 753.18%-732.1pp | 29.39%-8.3pp |
| Employer contribution / active EE | $145 | $566-74.4% | $1,084-86.6% | $2,177-93.3% |
| Participant deferral / active EE | $351 | $1,191-70.5% | $1,962-82.1% | $3,514-90.0% |
| Admin fee / account holder | $2,715 | $379+616.7% | $3,335-18.6% | $847+220.4% |