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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 | $13,048 | $99,053-86.8% | $88,179-85.2% | $138,895-90.6% |
| Participation rate | 45.5% | 74.2%-28.8pp | 69.1%-23.7pp | 79.9%-34.5pp |
| Annual return | 12.06% | 78.17%-66.1pp | 64.97%-52.9pp | 145.39%-133.3pp |
| Employer contribution / active EE | $329 | $2,882-88.6% | $2,549-87.1% | $4,194-92.1% |
| Participant deferral / active EE | $814 | $5,225-84.4% | $4,614-82.4% | $6,396-87.3% |
| Admin fee / account holder | $5,494 | $8,748-37.2% | $7,673-28.4% | $12,562-56.3% |