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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 | $22,427 | $65,084-65.5% | $67,681-66.9% | $64,340-65.1% |
| Participation rate | 45.1% | 66.7%-21.7pp | 73.7%-28.6pp | 55.2%-10.2pp |
| Annual return | 13.69% | 20.50%-6.8pp | 590.58%-576.9pp | 24.14%-10.5pp |
| Employer contribution / active EE | $704 | $2,398-70.6% | $2,678-73.7% | $1,862-62.2% |
| Participant deferral / active EE | $1,013 | $3,210-68.4% | $3,976-74.5% | $2,980-66.0% |
| Admin fee / account holder | $1,124 | $1,415-20.5% | $6,100-81.6% | $3,703-69.6% |