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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 | $28,789 | $52,353-45.0% | $120,225-76.1% | $82,448-65.1% |
| Participation rate | 12.2% | 58.3%-46.2pp | 69.6%-57.4pp | 68.1%-55.9pp |
| Annual return | 17.27% | 61.85%-44.6pp | 439.23%-422.0pp | 41.64%-24.4pp |
| Employer contribution / active EE | $293 | $1,510-80.6% | $3,475-91.6% | $2,551-88.5% |
| Participant deferral / active EE | $654 | $2,627-75.1% | $3,999-83.6% | $4,139-84.2% |
| Admin fee / account holder | $1,392 | $4,363-68.1% | $5,696-75.6% | $7,234-80.8% |