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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 | $16,326 | $84,953-80.8% | $163,379-90.0% | $82,637-80.2% |
| Participation rate | 56.8% | 65.9%-9.2pp | 76.8%-20.0pp | 68.1%-11.3pp |
| Annual return | 17.02% | 23.07%-6.1pp | 63.41%-46.4pp | 53.51%-36.5pp |
| Employer contribution / active EE | $520 | $2,183-76.2% | $3,752-86.1% | $2,552-79.6% |
| Participant deferral / active EE | $985 | $4,326-77.2% | $6,282-84.3% | $4,126-76.1% |
| Admin fee / account holder | $719 | $7,921-90.9% | $9,818-92.7% | $7,339-90.2% |