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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 | $74,370 | $90,107-17.5% | $182,262-59.2% | $69,733+6.7% |
| Participation rate | 20.0% | 64.8%-44.8pp | 84.2%-64.2pp | 62.5%-42.5pp |
| Annual return | 21.62% | 95.58%-74.0pp | 140.60%-119.0pp | 15.22%+6.4pp |
| Employer contribution / active EE | $417 | $3,043-86.3% | $5,046-91.7% | $2,250-81.5% |
| Participant deferral / active EE | $676 | $5,135-86.8% | $8,276-91.8% | $3,054-77.9% |
| Admin fee / account holder | $885 | $3,377-73.8% | $16,712-94.7% | $3,102-71.5% |