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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 | $9,653 | $37,446-74.2% | $77,552-87.6% | $79,856-87.9% |
| Participation rate | 4.9% | 41.5%-36.6pp | 54.2%-49.3pp | 69.6%-64.8pp |
| Annual return | 76.46% | 39.76%+36.7pp | 54.82%+21.6pp | 31.71%+44.8pp |
| Employer contribution / active EE | $240 | $637-62.3% | $987-75.6% | $2,471-90.3% |
| Participant deferral / active EE | $240 | $1,261-80.9% | $1,861-87.1% | $3,741-93.6% |
| Admin fee / account holder | $5,180 | $2,506+106.7% | $2,859+81.2% | $5,306-2.4% |