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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 | $32,001 | $44,398-27.9% | $103,693-69.1% | $65,191-50.9% |
| Participation rate | 9.2% | 54.3%-45.1pp | 72.6%-63.4pp | 63.0%-53.8pp |
| Annual return | 14.56% | 325.62%-311.1pp | 47.61%-33.0pp | 51.24%-36.7pp |
| Employer contribution / active EE | $220 | $1,702-87.1% | $2,920-92.5% | $2,400-90.8% |
| Participant deferral / active EE | $185 | $1,797-89.7% | $4,579-96.0% | $2,671-93.1% |
| Admin fee / account holder | $406 | $856-52.6% | $7,858-94.8% | $907-55.2% |