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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 | $33,660 | $104,650-67.8% | $83,854-59.9% | $155,188-78.3% |
| Participation rate | 11.8% | 65.1%-53.3pp | 59.1%-47.3pp | 80.8%-69.0pp |
| Annual return | 9.66% | 28.97%-19.3pp | 31.39%-21.7pp | 148.84%-139.2pp |
| Employer contribution / active EE | $130 | $1,196-89.1% | $1,017-87.2% | $4,248-96.9% |
| Participant deferral / active EE | $163 | $2,367-93.1% | $2,035-92.0% | $6,531-97.5% |
| Admin fee / account holder | $344 | $3,518-90.2% | $3,197-89.3% | $14,480-97.6% |