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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 | $13,818 | $51,878-73.4% | $68,368-79.8% | $79,634-82.6% |
| Participation rate | 14.8% | 53.7%-39.0pp | 73.8%-59.0pp | 62.5%-47.7pp |
| Annual return | 35.08% | 137.43%-102.3pp | 292.57%-257.5pp | 36.46%-1.4pp |
| Employer contribution / active EE | $222 | $1,931-88.5% | $2,649-91.6% | $2,529-91.2% |
| Participant deferral / active EE | $266 | $2,577-89.7% | $4,123-93.5% | $3,835-93.1% |
| Admin fee / account holder | $545 | $942-42.2% | $5,150-89.4% | $1,002-45.6% |