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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 | $23,960 | $51,096-53.1% | $100,712-76.2% | $71,012-66.3% |
| Participation rate | 14.8% | 47.0%-32.2pp | 69.3%-54.5pp | 58.6%-43.8pp |
| Annual return | 18.42% | 16.42%+2.0pp | 33.27%-14.8pp | 37.67%-19.2pp |
| Employer contribution / active EE | $167 | $1,127-85.2% | $2,313-92.8% | $2,348-92.9% |
| Participant deferral / active EE | $571 | $1,937-70.5% | $4,085-86.0% | $3,246-82.4% |
| Admin fee / account holder | $1,785 | $2,179-18.1% | $9,256-80.7% | $1,167+52.9% |