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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 | $14,164 | $55,472-74.5% | $155,567-90.9% | $74,546-81.0% |
| Participation rate | 21.5% | 61.9%-40.4pp | 78.2%-56.7pp | 67.2%-45.7pp |
| Annual return | 16.86% | 268.72%-251.9pp | 64.74%-47.9pp | 1366.03%-1349.2pp |
| Employer contribution / active EE | $367 | $2,269-83.8% | $4,674-92.2% | $2,624-86.0% |
| Participant deferral / active EE | $732 | $2,838-74.2% | $5,628-87.0% | $4,347-83.2% |
| Admin fee / account holder | $305 | $1,743-82.5% | $15,916-98.1% | $1,944-84.3% |