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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 | $21,022 | $117,895-82.2% | $102,460-79.5% | $145,897-85.6% |
| Participation rate | 35.7% | 78.6%-42.9pp | 76.5%-40.8pp | 80.3%-44.6pp |
| Annual return | 11.16% | 31.92%-20.8pp | 29.47%-18.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,105 | $3,619-69.5% | $3,025-63.5% | $4,663-76.3% |
| Participant deferral / active EE | $1,665 | $5,736-71.0% | $5,056-67.1% | $6,689-75.1% |
| Admin fee / account holder | $2,738 | $13,353-79.5% | $9,460-71.1% | $13,390-79.6% |