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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 | $8,273 | $47,479-82.6% | $62,929-86.9% | $82,448-90.0% |
| Participation rate | 27.0% | 66.9%-39.8pp | 73.1%-46.1pp | 68.1%-41.0pp |
| Annual return | 19.82% | 20.34%-0.5pp | 1063.93%-1044.1pp | 41.64%-21.8pp |
| Employer contribution / active EE | $327 | $1,885-82.6% | $2,505-86.9% | $2,551-87.2% |
| Participant deferral / active EE | $564 | $2,870-80.3% | $3,888-85.5% | $4,139-86.4% |
| Admin fee / account holder | $3,254 | $3,804-14.5% | $5,065-35.8% | $7,234-55.0% |