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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 | $12,394 | $28,167-56.0% | $73,658-83.2% | $64,728-80.9% |
| Participation rate | 9.5% | 21.1%-11.6pp | 57.0%-47.6pp | 57.9%-48.4pp |
| Annual return | 17.13% | 139.75%-122.6pp | 29.72%-12.6pp | 49.38%-32.2pp |
| Employer contribution / active EE | $77 | $373-79.4% | $1,032-92.6% | $2,243-96.6% |
| Participant deferral / active EE | $225 | $597-62.3% | $2,062-89.1% | $2,729-91.8% |
| Admin fee / account holder | $1,273 | $1,791-28.9% | $3,357-62.1% | $1,145+11.2% |