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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 | $29,974 | $29,051+3.2% | $52,425-42.8% | $67,986-55.9% |
| Participation rate | 2.0% | 30.4%-28.4pp | 55.6%-53.6pp | 57.2%-55.2pp |
| Annual return | 24.90% | 24.00%+0.9pp | 302.12%-277.2pp | 31.67%-6.8pp |
| Employer contribution / active EE | $58 | $412-85.9% | $914-93.6% | $2,019-97.1% |
| Participant deferral / active EE | $131 | $873-85.0% | $1,790-92.7% | $3,358-96.1% |
| Admin fee / account holder | $545 | $2,113-74.2% | $2,495-78.1% | $3,203-83.0% |