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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 | $14,167 | $61,356-76.9% | $149,696-90.5% | $71,511-80.2% |
| Participation rate | 11.2% | 62.5%-51.3pp | 78.8%-67.6pp | 67.9%-56.7pp |
| Annual return | 20.67% | 35.86%-15.2pp | 134.46%-113.8pp | 28.86%-8.2pp |
| Employer contribution / active EE | $651 | $2,382-72.6% | $4,821-86.5% | $2,589-74.8% |
| Participant deferral / active EE | $490 | $2,920-83.2% | $5,682-91.4% | $4,291-88.6% |
| Admin fee / account holder | $2,720 | $1,263+115.4% | $13,212-79.4% | $1,588+71.3% |