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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 | $40,503 | $64,920-37.6% | $103,693-60.9% | $86,983-53.4% |
| Participation rate | 12.8% | 63.6%-50.8pp | 72.6%-59.8pp | 69.5%-56.7pp |
| Annual return | 14.36% | 30.29%-15.9pp | 47.61%-33.2pp | 25.83%-11.5pp |
| Employer contribution / active EE | $161 | $2,141-92.5% | $2,920-94.5% | $2,584-93.8% |
| Participant deferral / active EE | $499 | $3,241-84.6% | $4,579-89.1% | $4,194-88.1% |
| Admin fee / account holder | $1,545 | $6,191-75.0% | $7,858-80.3% | $7,856-80.3% |