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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 | $24,201 | $45,123-46.4% | $85,240-71.6% | $74,478-67.5% |
| Participation rate | 13.4% | 49.4%-36.0pp | 67.5%-54.2pp | 67.2%-53.9pp |
| Annual return | 13.58% | 26.32%-12.7pp | 66.75%-53.2pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $320 | $1,459-78.1% | $2,735-88.3% | $2,626-87.8% |
| Participant deferral / active EE | $520 | $2,736-81.0% | $4,527-88.5% | $4,350-88.0% |
| Admin fee / account holder | $2,417 | $2,215+9.1% | $6,165-60.8% | $1,946+24.2% |