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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 | $45,312-58.8% | $86,233-78.3% | $67,986-72.5% |
| Participation rate | 11.1% | 42.4%-31.3pp | 69.0%-57.9pp | 57.2%-46.1pp |
| Annual return | 21.02% | 24.79%-3.8pp | 61.39%-40.4pp | 31.67%-10.6pp |
| Employer contribution / active EE | $242 | $1,160-79.1% | $2,504-90.3% | $2,019-88.0% |
| Participant deferral / active EE | $371 | $2,185-83.0% | $4,559-91.9% | $3,358-88.9% |
| Admin fee / account holder | $853 | $3,295-74.1% | $8,342-89.8% | $3,203-73.4% |