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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 | $22,237 | $81,276-72.6% | $155,574-85.7% | $80,925-72.5% |
| Participation rate | 48.4% | 66.2%-17.8pp | 78.2%-29.8pp | 67.7%-19.2pp |
| Annual return | 11.75% | 33.36%-21.6pp | 64.87%-53.1pp | 35.65%-23.9pp |
| Employer contribution / active EE | $501 | $3,103-83.9% | $4,676-89.3% | $2,756-81.8% |
| Participant deferral / active EE | $543 | $3,453-84.3% | $5,629-90.4% | $4,299-87.4% |
| Admin fee / account holder | $615 | $7,993-92.3% | $15,914-96.1% | $6,940-91.1% |