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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 | $54,101 | $52,961+2.2% | $172,752-68.7% | $65,185-17.0% |
| Participation rate | 20.1% | 66.2%-46.1pp | 82.6%-62.5pp | 70.2%-50.1pp |
| Annual return | 23.96% | 30.12%-6.2pp | 802.97%-779.0pp | 29.38%-5.4pp |
| Employer contribution / active EE | $332 | $2,190-84.8% | $5,144-93.5% | $2,177-84.7% |
| Participant deferral / active EE | $703 | $2,471-71.5% | $5,198-86.5% | $3,514-80.0% |
| Admin fee / account holder | $610 | $472+29.2% | $13,955-95.6% | $847-28.0% |