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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 | $38,039 | $59,402-36.0% | $93,654-59.4% | $74,546-49.0% |
| Participation rate | 27.0% | 59.7%-32.6pp | 68.7%-41.7pp | 67.2%-40.2pp |
| Annual return | 31.69% | 81.86%-50.2pp | 133.34%-101.6pp | 1366.03%-1334.3pp |
| Employer contribution / active EE | $329 | $1,265-74.0% | $2,421-86.4% | $2,624-87.5% |
| Participant deferral / active EE | $1,028 | $3,049-66.3% | $4,413-76.7% | $4,347-76.4% |
| Admin fee / account holder | $3,516 | $3,023+16.3% | $8,282-57.5% | $1,944+80.9% |