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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 | $22,289 | $63,904-65.1% | $89,340-75.1% | $67,986-67.2% |
| Participation rate | 10.5% | 54.3%-43.9pp | 69.6%-59.1pp | 57.2%-46.7pp |
| Annual return | 17.13% | 18.09%-1.0pp | 20.57%-3.4pp | 31.67%-14.5pp |
| Employer contribution / active EE | $426 | $1,627-73.8% | $2,231-80.9% | $2,019-78.9% |
| Participant deferral / active EE | $992 | $2,691-63.1% | $3,823-74.0% | $3,358-70.4% |
| Admin fee / account holder | $4,981 | $3,315+50.3% | $6,704-25.7% | $3,203+55.5% |