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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 | $19,665 | $51,184-61.6% | $66,439-70.4% | $86,983-77.4% |
| Participation rate | 24.3% | 68.5%-44.2pp | 74.5%-50.2pp | 69.5%-45.2pp |
| Annual return | 18.39% | 17.07%+1.3pp | 757.66%-739.3pp | 25.83%-7.4pp |
| Employer contribution / active EE | $777 | $2,023-61.6% | $2,637-70.5% | $2,584-69.9% |
| Participant deferral / active EE | $158 | $2,927-94.6% | $3,876-95.9% | $4,194-96.2% |
| Admin fee / account holder | $5,146 | $4,154+23.9% | $6,173-16.6% | $7,856-34.5% |