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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 | $57,279 | $53,583+6.9% | $114,563-50.0% | $64,340-11.0% |
| Participation rate | 14.1% | 47.4%-33.3pp | 72.9%-58.8pp | 55.2%-41.2pp |
| Annual return | 20.53% | 24.51%-4.0pp | 241.09%-220.6pp | 24.14%-3.6pp |
| Employer contribution / active EE | $300 | $1,087-72.4% | $2,592-88.4% | $1,862-83.9% |
| Participant deferral / active EE | $857 | $2,134-59.9% | $4,142-79.3% | $2,980-71.3% |
| Admin fee / account holder | $408 | $3,206-87.3% | $7,623-94.6% | $3,703-89.0% |