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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 | $27,106 | $53,127-49.0% | $86,597-68.7% | $70,131-61.3% |
| Participation rate | 25.9% | 65.3%-39.4pp | 73.5%-47.6pp | 69.5%-43.6pp |
| Annual return | 13.85% | 27.66%-13.8pp | 964.96%-951.1pp | 73.14%-59.3pp |
| Employer contribution / active EE | $238 | $2,068-88.5% | $2,840-91.6% | $2,342-89.9% |
| Participant deferral / active EE | $517 | $2,696-80.8% | $3,609-85.7% | $3,332-84.5% |
| Admin fee / account holder | $2,644 | $3,585-26.3% | $4,906-46.1% | $4,645-43.1% |