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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 | $11,411 | $61,125-81.3% | $94,057-87.9% | $87,485-87.0% |
| Participation rate | 53.8% | 64.1%-10.2pp | 73.3%-19.5pp | 68.9%-15.1pp |
| Annual return | 20.15% | 35.20%-15.0pp | 480.62%-460.5pp | 26.06%-5.9pp |
| Employer contribution / active EE | $451 | $2,136-78.9% | $2,933-84.6% | $2,596-82.6% |
| Participant deferral / active EE | $782 | $3,260-76.0% | $4,709-83.4% | $4,274-81.7% |
| Admin fee / account holder | $1,513 | $5,629-73.1% | $7,244-79.1% | $7,775-80.5% |