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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 | $27,077 | $70,684-61.7% | $169,390-84.0% | $75,173-64.0% |
| Participation rate | 20.4% | 64.8%-44.4pp | 77.2%-56.8pp | 67.2%-46.8pp |
| Annual return | 18.52% | 36.38%-17.9pp | 406.07%-387.5pp | 160.72%-142.2pp |
| Employer contribution / active EE | $485 | $2,211-78.1% | $4,013-87.9% | $2,671-81.8% |
| Participant deferral / active EE | $1,127 | $4,310-73.9% | $6,222-81.9% | $4,126-72.7% |
| Admin fee / account holder | $1,006 | $5,404-81.4% | $9,015-88.8% | $5,651-82.2% |