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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 | $24,685 | $78,520-68.6% | $96,576-74.4% | $82,448-70.1% |
| Participation rate | 19.0% | 77.7%-58.8pp | 81.4%-62.5pp | 68.1%-49.1pp |
| Annual return | 16.82% | 41.30%-24.5pp | 38.47%-21.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $388 | $2,630-85.2% | $3,553-89.1% | $2,551-84.8% |
| Participant deferral / active EE | $1,071 | $6,754-84.1% | $7,956-86.5% | $4,139-74.1% |
| Admin fee / account holder | $6,110 | $13,455-54.6% | $11,381-46.3% | $7,234-15.5% |