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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 | $23,355 | $66,275-64.8% | $163,379-85.7% | $64,097-63.6% |
| Participation rate | 21.7% | 54.1%-32.4pp | 76.8%-55.1pp | 55.2%-33.5pp |
| Annual return | 15.98% | 32.72%-16.7pp | 63.41%-47.4pp | 34.64%-18.7pp |
| Employer contribution / active EE | $582 | $1,521-61.7% | $3,752-84.5% | $1,891-69.2% |
| Participant deferral / active EE | $910 | $3,126-70.9% | $6,282-85.5% | $3,080-70.5% |
| Admin fee / account holder | $14,174 | $4,569+210.3% | $9,818+44.4% | $3,454+310.3% |