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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 | $59,440-67.8% | $78,004-75.4% | $82,637-76.8% |
| Participation rate | 38.9% | 62.8%-23.9pp | 69.4%-30.6pp | 68.1%-29.2pp |
| Annual return | 17.82% | 40.24%-22.4pp | 31.07%-13.2pp | 53.51%-35.7pp |
| Employer contribution / active EE | $655 | $1,750-62.6% | $2,469-73.5% | $2,552-74.3% |
| Participant deferral / active EE | $1,032 | $3,138-67.1% | $4,092-74.8% | $4,126-75.0% |
| Admin fee / account holder | $1,949 | $5,504-64.6% | $7,578-74.3% | $7,339-73.4% |