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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 | $2,427 | $23,330-89.6% | $64,489-96.2% | $82,448-97.1% |
| Participation rate | 62.2% | 68.3%-6.1pp | 67.7%-5.5pp | 68.1%-5.9pp |
| Annual return | 14.26% | 83.66%-69.4pp | 55.03%-40.8pp | 41.64%-27.4pp |
| Employer contribution / active EE | $227 | $824-72.4% | $1,523-85.1% | $2,551-91.1% |
| Participant deferral / active EE | $684 | $1,707-59.9% | $2,778-75.4% | $4,139-83.5% |
| Admin fee / account holder | $390 | $2,946-86.8% | $4,260-90.9% | $7,234-94.6% |