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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 | $22,107 | $73,107-69.8% | $114,563-80.7% | $87,485-74.7% |
| Participation rate | 11.6% | 65.8%-54.2pp | 72.9%-61.3pp | 68.9%-57.3pp |
| Annual return | 26.17% | 19.47%+6.7pp | 241.09%-214.9pp | 26.06%+0.1pp |
| Employer contribution / active EE | $348 | $1,881-81.5% | $2,592-86.6% | $2,596-86.6% |
| Participant deferral / active EE | $665 | $3,144-78.9% | $4,142-83.9% | $4,274-84.4% |
| Admin fee / account holder | $2,473 | $5,770-57.1% | $7,623-67.6% | $7,775-68.2% |