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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 | $24,074 | $58,258-58.7% | $81,820-70.6% | $80,925-70.3% |
| Participation rate | 21.6% | 63.5%-41.8pp | 72.4%-50.8pp | 67.7%-46.0pp |
| Annual return | 14.39% | 41.76%-27.4pp | 777.93%-763.5pp | 35.65%-21.3pp |
| Employer contribution / active EE | $355 | $2,345-84.8% | $2,915-87.8% | $2,756-87.1% |
| Participant deferral / active EE | $531 | $3,284-83.8% | $4,323-87.7% | $4,299-87.7% |
| Admin fee / account holder | $3,271 | $4,976-34.3% | $7,391-55.7% | $6,940-52.9% |