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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 | $25,774 | $70,428-63.4% | $96,565-73.3% | $85,854-70.0% |
| Participation rate | 54.9% | 61.8%-6.9pp | 69.8%-14.9pp | 69.3%-14.4pp |
| Annual return | 16.76% | 18.59%-1.8pp | 37.78%-21.0pp | 318.56%-301.8pp |
| Employer contribution / active EE | $500 | $1,413-64.6% | $2,356-78.8% | $2,565-80.5% |
| Participant deferral / active EE | $742 | $2,894-74.4% | $3,848-80.7% | $3,952-81.2% |
| Admin fee / account holder | $1,306 | $4,997-73.9% | $6,181-78.9% | $6,260-79.1% |