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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 | $27,020 | $102,422-73.6% | $147,117-81.6% | $80,959-66.6% |
| Participation rate | 60.5% | 75.9%-15.3pp | 82.2%-21.7pp | 67.7%-7.1pp |
| Annual return | 14.59% | 135.16%-120.6pp | 420.54%-405.9pp | 35.67%-21.1pp |
| Employer contribution / active EE | $2,048 | $3,717-44.9% | $4,932-58.5% | $2,757-25.7% |
| Participant deferral / active EE | $2,204 | $6,652-66.9% | $8,065-72.7% | $4,300-48.7% |
| Admin fee / account holder | $384 | $7,953-95.2% | $12,993-97.0% | $6,925-94.5% |