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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 | $21,850 | $124,425-82.4% | $112,040-80.5% | $137,256-84.1% |
| Participation rate | 55.0% | 79.3%-24.3pp | 76.5%-21.5pp | 80.0%-25.0pp |
| Annual return | 15.02% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $814 | $3,411-76.1% | $2,954-72.5% | $4,156-80.4% |
| Participant deferral / active EE | $1,597 | $5,718-72.1% | $5,098-68.7% | $6,407-75.1% |
| Admin fee / account holder | $593 | $15,207-96.1% | $12,098-95.1% | $12,270-95.2% |