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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 | $19,045 | $78,690-75.8% | $161,489-88.2% | $87,485-78.2% |
| Participation rate | 54.7% | 67.5%-12.7pp | 78.7%-24.0pp | 68.9%-14.2pp |
| Annual return | 16.11% | 32.74%-16.6pp | 89.72%-73.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $1,554 | $2,588-39.9% | $4,268-63.6% | $2,596-40.1% |
| Participant deferral / active EE | $941 | $3,311-71.6% | $5,630-83.3% | $4,274-78.0% |
| Admin fee / account holder | $3,197 | $6,724-52.5% | $16,006-80.0% | $7,775-58.9% |