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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 | $15,080 | $97,125-84.5% | $86,233-82.5% | $137,256-89.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 22.24% | 74.19%-51.9pp | 61.39%-39.1pp | 220.34%-198.1pp |
| Employer contribution / active EE | $456 | $2,841-83.9% | $2,504-81.8% | $4,156-89.0% |
| Participant deferral / active EE | $733 | $5,180-85.9% | $4,559-83.9% | $6,407-88.6% |
| Admin fee / account holder | $759 | $9,725-92.2% | $8,342-90.9% | $12,270-93.8% |