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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 | $25,402 | $65,364-61.1% | $92,909-72.7% | $72,975-65.2% |
| Participation rate | 13.2% | 68.3%-55.1pp | 76.0%-62.8pp | 69.5%-56.3pp |
| Annual return | 25.42% | 42.11%-16.7pp | 109.44%-84.0pp | 81.01%-55.6pp |
| Employer contribution / active EE | $590 | $2,594-77.2% | $3,653-83.8% | $2,440-75.8% |
| Participant deferral / active EE | $1,283 | $3,128-59.0% | $4,238-69.7% | $3,608-64.4% |
| Admin fee / account holder | $1,680 | $4,251-60.5% | $5,795-71.0% | $5,124-67.2% |