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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 | $16,437 | $110,410-85.1% | $102,437-84.0% | $145,897-88.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 14.26% | 24.85%-10.6pp | 24.95%-10.7pp | 552.29%-538.0pp |
| Employer contribution / active EE | $2,471 | $4,217-41.4% | $3,871-36.2% | $4,663-47.0% |
| Participant deferral / active EE | $1,187 | $5,622-78.9% | $5,060-76.5% | $6,689-82.3% |
| Admin fee / account holder | $496 | $9,745-94.9% | $8,388-94.1% | $13,390-96.3% |