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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 | $62,608 | $77,358-19.1% | $102,184-38.7% | $87,485-28.4% |
| Participation rate | 14.3% | 78.7%-64.4pp | 82.6%-68.3pp | 68.9%-54.6pp |
| Annual return | 15.19% | 41.11%-25.9pp | 31.58%-16.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $319 | $2,562-87.5% | $3,594-91.1% | $2,596-87.7% |
| Participant deferral / active EE | $1,284 | $6,753-81.0% | $8,309-84.5% | $4,274-70.0% |
| Admin fee / account holder | $10,187 | $6,809+49.6% | $11,609-12.2% | $7,775+31.0% |