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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 | $12,906 | $45,123-71.4% | $85,240-84.9% | $74,478-82.7% |
| Participation rate | 9.6% | 49.4%-39.7pp | 67.5%-57.9pp | 67.2%-57.6pp |
| Annual return | 13.62% | 26.32%-12.7pp | 66.75%-53.1pp | 1370.56%-1356.9pp |
| Employer contribution / active EE | $268 | $1,459-81.6% | $2,735-90.2% | $2,626-89.8% |
| Participant deferral / active EE | $464 | $2,736-83.0% | $4,527-89.8% | $4,350-89.3% |
| Admin fee / account holder | $4,745 | $2,215+114.3% | $6,165-23.0% | $1,946+143.8% |