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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 | $16,346 | $50,554-67.7% | $67,681-75.8% | $87,485-81.3% |
| Participation rate | 52.3% | 67.7%-15.4pp | 73.7%-21.4pp | 68.9%-16.6pp |
| Annual return | 12.06% | 17.81%-5.8pp | 590.58%-578.5pp | 26.06%-14.0pp |
| Employer contribution / active EE | $827 | $1,988-58.4% | $2,678-69.1% | $2,596-68.1% |
| Participant deferral / active EE | $935 | $2,961-68.4% | $3,976-76.5% | $4,274-78.1% |
| Admin fee / account holder | $1,546 | $4,132-62.6% | $6,100-74.7% | $7,775-80.1% |