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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 | $40,296 | $52,353-23.0% | $120,225-66.5% | $82,448-51.1% |
| Participation rate | 7.1% | 58.3%-51.2pp | 69.6%-62.4pp | 68.1%-60.9pp |
| Annual return | 22.17% | 61.85%-39.7pp | 439.23%-417.1pp | 41.64%-19.5pp |
| Employer contribution / active EE | $273 | $1,510-81.9% | $3,475-92.2% | $2,551-89.3% |
| Participant deferral / active EE | $657 | $2,627-75.0% | $3,999-83.6% | $4,139-84.1% |
| Admin fee / account holder | $1,892 | $4,363-56.6% | $5,696-66.8% | $7,234-73.8% |