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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 | $19,389 | $50,554-61.6% | $67,681-71.4% | $87,485-77.8% |
| Participation rate | 60.5% | 67.7%-7.3pp | 73.7%-13.3pp | 68.9%-8.5pp |
| Annual return | 15.11% | 17.81%-2.7pp | 590.58%-575.5pp | 26.06%-11.0pp |
| Employer contribution / active EE | $453 | $1,988-77.2% | $2,678-83.1% | $2,596-82.5% |
| Participant deferral / active EE | $771 | $2,961-74.0% | $3,976-80.6% | $4,274-82.0% |
| Admin fee / account holder | $353 | $4,132-91.4% | $6,100-94.2% | $7,775-95.5% |