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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 | $14,892 | $115,225-87.1% | $100,712-85.2% | $138,895-89.3% |
| Participation rate | 47.1% | 74.3%-27.3pp | 69.3%-22.2pp | 79.9%-32.9pp |
| Annual return | 16.40% | 40.35%-24.0pp | 33.27%-16.9pp | 145.39%-129.0pp |
| Employer contribution / active EE | $507 | $2,771-81.7% | $2,313-78.1% | $4,194-87.9% |
| Participant deferral / active EE | $1,041 | $4,699-77.8% | $4,085-74.5% | $6,396-83.7% |
| Admin fee / account holder | $677 | $10,844-93.8% | $9,256-92.7% | $12,562-94.6% |