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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 | $28,825 | $75,807-62.0% | $116,096-75.2% | $86,983-66.9% |
| Participation rate | 29.0% | 66.9%-37.8pp | 73.3%-44.3pp | 69.5%-40.5pp |
| Annual return | 16.02% | 18.57%-2.5pp | 326.25%-310.2pp | 25.83%-9.8pp |
| Employer contribution / active EE | $291 | $1,892-84.6% | $2,503-88.4% | $2,584-88.8% |
| Participant deferral / active EE | $635 | $3,212-80.2% | $3,952-83.9% | $4,194-84.9% |
| Admin fee / account holder | $2,390 | $6,659-64.1% | $7,704-69.0% | $7,856-69.6% |