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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 | $99,053-84.8% | $88,179-82.9% | $138,895-89.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.1%-35.8pp | 79.9%-46.6pp |
| Annual return | 22.24% | 78.17%-55.9pp | 64.97%-42.7pp | 145.39%-123.2pp |
| Employer contribution / active EE | $456 | $2,882-84.2% | $2,549-82.1% | $4,194-89.1% |
| Participant deferral / active EE | $733 | $5,225-86.0% | $4,614-84.1% | $6,396-88.5% |
| Admin fee / account holder | $759 | $8,748-91.3% | $7,673-90.1% | $12,562-94.0% |