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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 | $99,053-87.1% | $88,179-85.6% | $138,895-90.8% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.1%-44.1pp | 79.9%-54.9pp |
| Annual return | 18.71% | 78.17%-59.5pp | 64.97%-46.3pp | 145.39%-126.7pp |
| Employer contribution / active EE | $566 | $2,882-80.3% | $2,549-77.8% | $4,194-86.5% |
| Participant deferral / active EE | $830 | $5,225-84.1% | $4,614-82.0% | $6,396-87.0% |
| Admin fee / account holder | $1,987 | $8,748-77.3% | $7,673-74.1% | $12,562-84.2% |