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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 | $23,447 | $51,244-54.2% | $80,977-71.0% | $55,167-57.5% |
| Participation rate | 30.1% | 71.7%-41.6pp | 75.8%-45.7pp | 69.0%-38.9pp |
| Annual return | 59.93% | 17.39%+42.5pp | 17.11%+42.8pp | 169.23%-109.3pp |
| Employer contribution / active EE | $705 | $1,770-60.2% | $3,715-81.0% | $1,963-64.1% |
| Participant deferral / active EE | $1,533 | $4,418-65.3% | $5,696-73.1% | $3,054-49.8% |
| Admin fee / account holder | $456 | $398+14.5% | $5,517-91.7% | $504-9.5% |