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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 | $26,670 | $57,541-53.7% | $95,759-72.1% | $75,177-64.5% |
| Participation rate | 17.9% | 62.5%-44.7pp | 72.3%-54.4pp | 67.2%-49.3pp |
| Annual return | 20.08% | 34.93%-14.9pp | 28.42%-8.3pp | 160.75%-140.7pp |
| Employer contribution / active EE | $875 | $1,808-51.6% | $2,836-69.1% | $2,671-67.2% |
| Participant deferral / active EE | $946 | $3,074-69.2% | $4,244-77.7% | $4,126-77.1% |
| Admin fee / account holder | $3,225 | $4,099-21.3% | $5,678-43.2% | $5,651-42.9% |