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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 | $7,316 | $22,602-67.6% | $65,566-88.8% | $75,173-90.3% |
| Participation rate | 19.1% | 63.1%-43.9pp | 64.9%-45.8pp | 67.2%-48.1pp |
| Annual return | 20.32% | 71.13%-50.8pp | 47.40%-27.1pp | 160.72%-140.4pp |
| Employer contribution / active EE | $324 | $941-65.6% | $1,692-80.9% | $2,671-87.9% |
| Participant deferral / active EE | $529 | $1,695-68.8% | $2,832-81.3% | $4,126-87.2% |
| Admin fee / account holder | $2,343 | $1,877+24.8% | $4,114-43.1% | $5,651-58.5% |