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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 | $19,162 | $58,627-67.3% | $76,735-75.0% | $82,448-76.8% |
| Participation rate | 38.9% | 63.2%-24.3pp | 69.5%-30.6pp | 68.1%-29.2pp |
| Annual return | 17.82% | 39.10%-21.3pp | 29.77%-11.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $655 | $1,729-62.1% | $2,454-73.3% | $2,551-74.3% |
| Participant deferral / active EE | $1,032 | $3,134-67.1% | $4,088-74.7% | $4,139-75.1% |
| Admin fee / account holder | $1,949 | $5,323-63.4% | $7,189-72.9% | $7,234-73.1% |