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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 | $23,648 | $48,078-50.8% | $78,676-69.9% | $62,881-62.4% |
| Participation rate | 17.6% | 65.2%-47.6pp | 73.6%-55.9pp | 69.3%-51.7pp |
| Annual return | 11.09% | 31.36%-20.3pp | 62.19%-51.1pp | 20.14%-9.0pp |
| Employer contribution / active EE | $391 | $2,015-80.6% | $2,850-86.3% | $2,281-82.8% |
| Participant deferral / active EE | $628 | $2,587-75.7% | $3,517-82.1% | $3,203-80.4% |
| Admin fee / account holder | $1,037 | $3,206-67.6% | $4,510-77.0% | $4,296-75.9% |