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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 | $26,278 | $102,938-74.5% | $94,105-72.1% | $138,895-81.1% |
| Participation rate | 11.1% | 74.6%-63.5pp | 71.9%-60.8pp | 79.9%-68.8pp |
| Annual return | 21.32% | 250.28%-229.0pp | 204.55%-183.2pp | 145.39%-124.1pp |
| Employer contribution / active EE | $395 | $2,732-85.5% | $2,504-84.2% | $4,194-90.6% |
| Participant deferral / active EE | $395 | $4,196-90.6% | $3,881-89.8% | $6,396-93.8% |
| Admin fee / account holder | $1,202 | $6,600-81.8% | $6,199-80.6% | $12,562-90.4% |