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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 | $29,328 | $81,331-63.9% | $155,534-81.1% | $80,935-63.8% |
| Participation rate | 15.3% | 66.3%-51.0pp | 78.2%-62.9pp | 67.7%-52.4pp |
| Annual return | 16.85% | 33.37%-16.5pp | 64.92%-48.1pp | 35.66%-18.8pp |
| Employer contribution / active EE | $397 | $3,105-87.2% | $4,675-91.5% | $2,757-85.6% |
| Participant deferral / active EE | $565 | $3,454-83.7% | $5,630-90.0% | $4,299-86.9% |
| Admin fee / account holder | $3,311 | $7,999-58.6% | $15,900-79.2% | $6,924-52.2% |