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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 | $37,835 | $61,787-38.8% | $97,197-61.1% | $80,925-53.2% |
| Participation rate | 28.6% | 63.5%-34.9pp | 72.7%-44.1pp | 67.7%-39.1pp |
| Annual return | 11.35% | -558.16%+569.5pp | 75.47%-64.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $614 | $1,836-66.6% | $2,723-77.5% | $2,756-77.7% |
| Participant deferral / active EE | $879 | $3,027-70.9% | $4,263-79.4% | $4,299-79.5% |
| Admin fee / account holder | $924 | $5,170-82.1% | $5,637-83.6% | $6,940-86.7% |