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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 | $17,557 | $77,920-77.5% | $149,723-88.3% | $75,177-76.6% |
| Participation rate | 40.6% | 65.6%-25.0pp | 78.8%-38.2pp | 67.2%-26.6pp |
| Annual return | 17.10% | 31.72%-14.6pp | 134.50%-117.4pp | 160.75%-143.7pp |
| Employer contribution / active EE | $534 | $3,138-83.0% | $4,821-88.9% | $2,671-80.0% |
| Participant deferral / active EE | $728 | $3,411-78.7% | $5,682-87.2% | $4,126-82.4% |
| Admin fee / account holder | $1,220 | $5,951-79.5% | $13,215-90.8% | $5,651-78.4% |