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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 | $20,038 | $74,535-73.1% | $100,712-80.1% | $82,637-75.8% |
| Participation rate | 19.4% | 61.2%-41.8pp | 69.3%-49.9pp | 68.1%-48.7pp |
| Annual return | 15.20% | 18.92%-3.7pp | 33.27%-18.1pp | 53.51%-38.3pp |
| Employer contribution / active EE | $572 | $1,503-62.0% | $2,313-75.3% | $2,552-77.6% |
| Participant deferral / active EE | $609 | $3,074-80.2% | $4,085-85.1% | $4,126-85.2% |
| Admin fee / account holder | $1,395 | $6,576-78.8% | $9,256-84.9% | $7,339-81.0% |