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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 | $28,823 | $71,230-59.5% | $93,727-69.2% | $80,959-64.4% |
| Participation rate | 29.5% | 60.4%-30.9pp | 68.7%-39.2pp | 67.7%-38.2pp |
| Annual return | 13.11% | 11.26%+1.9pp | 133.83%-120.7pp | 35.67%-22.6pp |
| Employer contribution / active EE | $651 | $1,565-58.4% | $2,421-73.1% | $2,757-76.4% |
| Participant deferral / active EE | $814 | $4,037-79.8% | $4,417-81.6% | $4,300-81.1% |
| Admin fee / account holder | $2,451 | $6,961-64.8% | $8,292-70.4% | $6,925-64.6% |