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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 | $72,341 | $51,184+41.3% | $66,439+8.9% | $86,983-16.8% |
| Participation rate | 15.4% | 68.5%-53.1pp | 74.5%-59.1pp | 69.5%-54.2pp |
| Annual return | 13.02% | 17.07%-4.0pp | 757.66%-744.6pp | 25.83%-12.8pp |
| Employer contribution / active EE | $568 | $2,023-71.9% | $2,637-78.5% | $2,584-78.0% |
| Participant deferral / active EE | $955 | $2,927-67.4% | $3,876-75.4% | $4,194-77.2% |
| Admin fee / account holder | $2,167 | $4,154-47.8% | $6,173-64.9% | $7,856-72.4% |