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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 | $15,483 | $107,666-85.6% | $102,184-84.8% | $154,746-90.0% |
| Participation rate | 63.2% | 83.7%-20.6pp | 82.6%-19.4pp | 80.7%-17.5pp |
| Annual return | 15.51% | 29.33%-13.8pp | 31.58%-16.1pp | 172.34%-156.8pp |
| Employer contribution / active EE | $244 | $3,846-93.6% | $3,594-93.2% | $4,379-94.4% |
| Participant deferral / active EE | $1,790 | $8,719-79.5% | $8,309-78.5% | $6,730-73.4% |
| Admin fee / account holder | $390 | $12,943-97.0% | $11,609-96.6% | $14,365-97.3% |