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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 | $26,209 | $63,346-58.6% | $92,240-71.6% | $70,126-62.6% |
| Participation rate | 33.9% | 68.7%-34.8pp | 76.5%-42.6pp | 69.5%-35.6pp |
| Annual return | 12.75% | 530.19%-517.4pp | 176.29%-163.5pp | 73.15%-60.4pp |
| Employer contribution / active EE | $684 | $2,471-72.3% | $3,680-81.4% | $2,343-70.8% |
| Participant deferral / active EE | $982 | $2,854-65.6% | $3,897-74.8% | $3,332-70.5% |
| Admin fee / account holder | $899 | $3,841-76.6% | $5,194-82.7% | $4,645-80.6% |