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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 | $19,278 | $47,479-59.4% | $62,929-69.4% | $82,448-76.6% |
| Participation rate | 59.4% | 66.9%-7.5pp | 73.1%-13.7pp | 68.1%-8.7pp |
| Annual return | 14.05% | 20.34%-6.3pp | 1063.93%-1049.9pp | 41.64%-27.6pp |
| Employer contribution / active EE | $458 | $1,885-75.7% | $2,505-81.7% | $2,551-82.1% |
| Participant deferral / active EE | $662 | $2,870-76.9% | $3,888-83.0% | $4,139-84.0% |
| Admin fee / account holder | $1,558 | $3,804-59.0% | $5,065-69.2% | $7,234-78.5% |