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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 | $12,741 | $97,125-86.9% | $86,233-85.2% | $137,256-90.7% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 18.71% | 74.19%-55.5pp | 61.39%-42.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $566 | $2,841-80.1% | $2,504-77.4% | $4,156-86.4% |
| Participant deferral / active EE | $830 | $5,180-84.0% | $4,559-81.8% | $6,407-87.0% |
| Admin fee / account holder | $1,987 | $9,725-79.6% | $8,342-76.2% | $12,270-83.8% |