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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 | $16,879 | $70,684-76.1% | $169,397-90.0% | $75,177-77.5% |
| Participation rate | 53.1% | 64.8%-11.7pp | 77.2%-24.1pp | 67.2%-14.1pp |
| Annual return | 21.09% | 36.38%-15.3pp | 406.23%-385.1pp | 160.75%-139.7pp |
| Employer contribution / active EE | $490 | $2,211-77.8% | $4,013-87.8% | $2,671-81.7% |
| Participant deferral / active EE | $1,221 | $4,310-71.7% | $6,223-80.4% | $4,126-70.4% |
| Admin fee / account holder | $2,972 | $5,404-45.0% | $9,017-67.0% | $5,651-47.4% |