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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 | $26,937 | $65,904-59.1% | $160,784-83.2% | $79,634-66.2% |
| Participation rate | 16.5% | 56.2%-39.7pp | 77.0%-60.4pp | 62.5%-46.0pp |
| Annual return | 18.74% | 20.16%-1.4pp | 1803.92%-1785.2pp | 36.46%-17.7pp |
| Employer contribution / active EE | $354 | $1,805-80.4% | $3,733-90.5% | $2,529-86.0% |
| Participant deferral / active EE | $713 | $3,692-80.7% | $6,293-88.7% | $3,835-81.4% |
| Admin fee / account holder | $1,590 | $965+64.7% | $9,717-83.6% | $1,002+58.7% |