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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 | $9,062 | $76,407-88.1% | $150,298-94.0% | $82,448-89.0% |
| Participation rate | 20.0% | 66.4%-46.4pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 20.74% | 39.99%-19.3pp | 62.79%-42.0pp | 41.64%-20.9pp |
| Employer contribution / active EE | $333 | $2,614-87.3% | $4,154-92.0% | $2,551-87.0% |
| Participant deferral / active EE | $777 | $3,214-75.8% | $5,453-85.8% | $4,139-81.2% |
| Admin fee / account holder | $382 | $6,352-94.0% | $14,116-97.3% | $7,234-94.7% |