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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 | $47,269 | $43,730+8.1% | $66,674-29.1% | $64,097-26.3% |
| Participation rate | 12.2% | 50.7%-38.6pp | 73.7%-61.5pp | 55.2%-43.0pp |
| Annual return | 16.45% | 53.62%-37.2pp | 321.24%-304.8pp | 34.64%-18.2pp |
| Employer contribution / active EE | $298 | $1,673-82.2% | $2,620-88.6% | $1,891-84.2% |
| Participant deferral / active EE | $351 | $2,122-83.4% | $4,084-91.4% | $3,080-88.6% |
| Admin fee / account holder | $569 | $2,708-79.0% | $5,098-88.8% | $3,454-83.5% |