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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 | $29,658 | $81,208-63.5% | $98,920-70.0% | $79,852-62.9% |
| Participation rate | 16.9% | 72.5%-55.6pp | 76.0%-59.1pp | 69.6%-52.7pp |
| Annual return | 17.49% | 60.99%-43.5pp | 196.47%-179.0pp | 31.72%-14.2pp |
| Employer contribution / active EE | $560 | $1,960-71.4% | $2,689-79.2% | $2,471-77.3% |
| Participant deferral / active EE | $692 | $3,265-78.8% | $4,245-83.7% | $3,740-81.5% |
| Admin fee / account holder | $7,184 | $6,013+19.5% | $6,643+8.1% | $5,306+35.4% |