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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 | $18,688 | $48,050-61.1% | $96,754-80.7% | $64,340-71.0% |
| Participation rate | 11.1% | 40.6%-29.5pp | 70.3%-59.2pp | 55.2%-44.1pp |
| Annual return | 21.02% | 23.41%-2.4pp | 82.04%-61.0pp | 24.14%-3.1pp |
| Employer contribution / active EE | $242 | $1,204-79.9% | $2,679-91.0% | $1,862-87.0% |
| Participant deferral / active EE | $371 | $2,191-83.1% | $4,758-92.2% | $2,980-87.5% |
| Admin fee / account holder | $853 | $3,741-77.2% | $8,905-90.4% | $3,703-77.0% |