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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 | $16,439 | $50,554-67.5% | $67,681-75.7% | $87,485-81.2% |
| Participation rate | 65.4% | 67.7%-2.3pp | 73.7%-8.3pp | 68.9%-3.5pp |
| Annual return | 13.15% | 17.81%-4.7pp | 590.58%-577.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $648 | $1,988-67.4% | $2,678-75.8% | $2,596-75.0% |
| Participant deferral / active EE | $735 | $2,961-75.2% | $3,976-81.5% | $4,274-82.8% |
| Admin fee / account holder | $3,042 | $4,132-26.4% | $6,100-50.1% | $7,775-60.9% |