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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 | $34,023 | $59,456-42.8% | $93,669-63.7% | $74,429-54.3% |
| Participation rate | 26.2% | 59.6%-33.4pp | 68.7%-42.5pp | 67.2%-41.0pp |
| Annual return | 10.79% | 82.00%-71.2pp | 133.59%-122.8pp | 1368.38%-1357.6pp |
| Employer contribution / active EE | $440 | $1,266-65.2% | $2,424-81.8% | $2,625-83.2% |
| Participant deferral / active EE | $1,061 | $3,052-65.2% | $4,416-76.0% | $4,348-75.6% |
| Admin fee / account holder | $4,689 | $3,026+55.0% | $8,291-43.4% | $1,944+141.2% |