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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 | $59,713 | $35,183+69.7% | $73,550-18.8% | $70,126-14.8% |
| Participation rate | 6.5% | 42.9%-36.4pp | 54.9%-48.4pp | 69.5%-63.0pp |
| Annual return | 18.65% | 26.90%-8.3pp | -15.16%+33.8pp | 73.15%-54.5pp |
| Employer contribution / active EE | $117 | $709-83.5% | $1,219-90.4% | $2,343-95.0% |
| Participant deferral / active EE | $282 | $1,220-76.9% | $1,804-84.4% | $3,332-91.6% |
| Admin fee / account holder | $1,057 | $2,302-54.1% | $2,320-54.4% | $4,645-77.2% |