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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 | $25,213 | $92,219-72.7% | $76,768-67.2% | $135,379-81.4% |
| Participation rate | 60.9% | 79.8%-18.9pp | 77.0%-16.1pp | 82.6%-21.8pp |
| Annual return | 18.20% | 5.46%+12.7pp | 2.43%+15.8pp | 519.79%-501.6pp |
| Employer contribution / active EE | $1,054 | $3,216-67.2% | $2,485-57.6% | $4,779-77.9% |
| Participant deferral / active EE | $1,093 | $4,508-75.8% | $3,852-71.6% | $5,609-80.5% |
| Admin fee / account holder | $312 | $10,749-97.1% | $6,675-95.3% | $10,828-97.1% |