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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 | $19,768 | $118,919-83.4% | $88,538-77.7% | $152,897-87.1% |
| Participation rate | 50.0% | 73.4%-23.4pp | 68.7%-18.7pp | 82.5%-32.5pp |
| Annual return | 24.57% | 47.92%-23.4pp | 43.64%-19.1pp | 345.43%-320.9pp |
| Employer contribution / active EE | $332 | $2,669-87.5% | $2,098-84.2% | $4,764-93.0% |
| Participant deferral / active EE | $344 | $3,549-90.3% | $2,914-88.2% | $5,851-94.1% |
| Admin fee / account holder | $633 | $5,876-89.2% | $4,310-85.3% | $11,599-94.5% |