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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 | $21,109 | $77,901-72.9% | $149,717-85.9% | $75,181-71.9% |
| Participation rate | 47.7% | 65.6%-17.9pp | 78.8%-31.0pp | 67.2%-19.5pp |
| Annual return | 16.63% | 31.73%-15.1pp | 134.41%-117.8pp | 160.69%-144.1pp |
| Employer contribution / active EE | $604 | $3,137-80.8% | $4,820-87.5% | $2,671-77.4% |
| Participant deferral / active EE | $842 | $3,411-75.3% | $5,682-85.2% | $4,126-79.6% |
| Admin fee / account holder | $1,439 | $5,949-75.8% | $13,213-89.1% | $5,650-74.5% |