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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 | $26,163 | $65,041-59.8% | $90,965-71.2% | $79,858-67.2% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 12.65% | 30.45%-17.8pp | 134.57%-121.9pp | 31.72%-19.1pp |
| Employer contribution / active EE | $388 | $1,247-68.9% | $2,122-81.7% | $2,471-84.3% |
| Participant deferral / active EE | $896 | $2,512-64.3% | $3,373-73.4% | $3,740-76.0% |
| Admin fee / account holder | $416 | $4,536-90.8% | $5,960-93.0% | $5,306-92.2% |