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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 | $20,810 | $81,696-74.5% | $70,494-70.5% | $158,982-86.9% |
| Participation rate | 60.0% | 77.7%-17.7pp | 75.1%-15.1pp | 82.0%-22.0pp |
| Annual return | 13.85% | 208.70%-194.8pp | 109.16%-95.3pp | 302.99%-289.1pp |
| Employer contribution / active EE | $573 | $3,220-82.2% | $2,738-79.1% | $4,763-88.0% |
| Participant deferral / active EE | $578 | $4,558-87.3% | $3,711-84.4% | $5,983-90.3% |
| Admin fee / account holder | $537 | $6,200-91.3% | $3,848-86.1% | $11,252-95.2% |