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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 | $39,476 | $100,901-60.9% | $75,670-47.8% | $147,585-73.3% |
| Participation rate | 21.1% | 77.1%-56.1pp | 72.3%-51.3pp | 82.8%-61.8pp |
| Annual return | 16.36% | 35.78%-19.4pp | 27.34%-11.0pp | 578.57%-562.2pp |
| Employer contribution / active EE | $266 | $3,253-91.8% | $2,352-88.7% | $4,876-94.5% |
| Participant deferral / active EE | $346 | $4,027-91.4% | $3,142-89.0% | $5,439-93.6% |
| Admin fee / account holder | $1,001 | $11,285-91.1% | $5,800-82.7% | $10,885-90.8% |