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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 | $10,046 | $59,440-83.1% | $78,004-87.1% | $82,637-87.8% |
| Participation rate | 58.6% | 62.8%-4.2pp | 69.4%-10.8pp | 68.1%-9.4pp |
| Annual return | 15.37% | 40.24%-24.9pp | 31.07%-15.7pp | 53.51%-38.1pp |
| Employer contribution / active EE | $543 | $1,750-69.0% | $2,469-78.0% | $2,552-78.7% |
| Participant deferral / active EE | $1,025 | $3,138-67.3% | $4,092-75.0% | $4,126-75.2% |
| Admin fee / account holder | $2,139 | $5,504-61.1% | $7,578-71.8% | $7,339-70.9% |