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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 | $22,711 | $39,036-41.8% | $80,784-71.9% | $85,851-73.5% |
| Participation rate | 15.7% | 41.6%-25.9pp | 54.2%-38.5pp | 69.3%-53.6pp |
| Annual return | 11.46% | 26.31%-14.9pp | 87.31%-75.8pp | 318.63%-307.2pp |
| Employer contribution / active EE | $269 | $722-62.7% | $1,160-76.8% | $2,565-89.5% |
| Participant deferral / active EE | $298 | $1,326-77.5% | $2,145-86.1% | $3,952-92.5% |
| Admin fee / account holder | $1,557 | $2,429-35.9% | $3,380-53.9% | $6,261-75.1% |