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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 | $5,933 | $29,051-79.6% | $52,425-88.7% | $67,986-91.3% |
| Participation rate | 10.3% | 30.4%-20.2pp | 55.6%-45.4pp | 57.2%-47.0pp |
| Annual return | 21.05% | 24.00%-2.9pp | 302.12%-281.1pp | 31.67%-10.6pp |
| Employer contribution / active EE | $111 | $412-73.1% | $914-87.9% | $2,019-94.5% |
| Participant deferral / active EE | $153 | $873-82.4% | $1,790-91.4% | $3,358-95.4% |
| Admin fee / account holder | $927 | $2,113-56.1% | $2,495-62.8% | $3,203-71.1% |