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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 | $15,327 | $60,442-74.6% | $96,754-84.2% | $87,485-82.5% |
| Participation rate | 21.2% | 58.7%-37.5pp | 70.3%-49.1pp | 68.9%-47.8pp |
| Annual return | 20.91% | 21.97%-1.1pp | 82.04%-61.1pp | 26.06%-5.2pp |
| Employer contribution / active EE | $410 | $1,691-75.7% | $2,679-84.7% | $2,596-84.2% |
| Participant deferral / active EE | $623 | $3,280-81.0% | $4,758-86.9% | $4,274-85.4% |
| Admin fee / account holder | $887 | $5,069-82.5% | $8,905-90.0% | $7,775-88.6% |