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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 | $22,065 | $81,331-72.9% | $155,534-85.8% | $80,935-72.7% |
| Participation rate | 28.9% | 66.3%-37.4pp | 78.2%-49.3pp | 67.7%-38.8pp |
| Annual return | 16.29% | 33.37%-17.1pp | 64.92%-48.6pp | 35.66%-19.4pp |
| Employer contribution / active EE | $494 | $3,105-84.1% | $4,675-89.4% | $2,757-82.1% |
| Participant deferral / active EE | $201 | $3,454-94.2% | $5,630-96.4% | $4,299-95.3% |
| Admin fee / account holder | $1,466 | $7,999-81.7% | $15,900-90.8% | $6,924-78.8% |