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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 | $14,843 | $37,436-60.4% | $77,513-80.9% | $79,858-81.4% |
| Participation rate | 20.0% | 41.5%-21.5pp | 54.2%-34.2pp | 69.6%-49.6pp |
| Annual return | 13.07% | 39.75%-26.7pp | 54.81%-41.7pp | 31.72%-18.6pp |
| Employer contribution / active EE | $152 | $637-76.2% | $987-84.6% | $2,471-93.9% |
| Participant deferral / active EE | $152 | $1,261-88.0% | $1,861-91.9% | $3,740-95.9% |
| Admin fee / account holder | $331 | $2,505-86.8% | $2,859-88.4% | $5,306-93.8% |