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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 | $14,347 | $61,125-76.5% | $94,057-84.7% | $87,485-83.6% |
| Participation rate | 17.9% | 64.1%-46.2pp | 73.3%-55.5pp | 68.9%-51.1pp |
| Annual return | 22.61% | 35.20%-12.6pp | 480.62%-458.0pp | 26.06%-3.5pp |
| Employer contribution / active EE | $447 | $2,136-79.1% | $2,933-84.8% | $2,596-82.8% |
| Participant deferral / active EE | $639 | $3,260-80.4% | $4,709-86.4% | $4,274-85.0% |
| Admin fee / account holder | $693 | $5,629-87.7% | $7,244-90.4% | $7,775-91.1% |