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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 | $15,353 | $76,407-79.9% | $150,298-89.8% | $82,448-81.4% |
| Participation rate | 19.0% | 66.4%-47.4pp | 77.8%-58.8pp | 68.1%-49.1pp |
| Annual return | 14.53% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $361 | $2,614-86.2% | $4,154-91.3% | $2,551-85.9% |
| Participant deferral / active EE | $499 | $3,214-84.5% | $5,453-90.9% | $4,139-87.9% |
| Admin fee / account holder | $4,078 | $6,352-35.8% | $14,116-71.1% | $7,234-43.6% |