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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 | $18,035 | $55,437-67.5% | $155,534-88.4% | $74,459-75.8% |
| Participation rate | 20.6% | 61.9%-41.3pp | 78.2%-57.6pp | 67.2%-46.6pp |
| Annual return | 13.98% | 269.58%-255.6pp | 64.92%-50.9pp | 1369.70%-1355.7pp |
| Employer contribution / active EE | $364 | $2,266-83.9% | $4,675-92.2% | $2,626-86.1% |
| Participant deferral / active EE | $666 | $2,837-76.5% | $5,630-88.2% | $4,350-84.7% |
| Admin fee / account holder | $2,357 | $1,742+35.3% | $15,900-85.2% | $1,945+21.2% |