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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 | $48,783 | $58,627-16.8% | $76,735-36.4% | $82,448-40.8% |
| Participation rate | 9.8% | 63.2%-53.5pp | 69.5%-59.7pp | 68.1%-58.3pp |
| Annual return | 18.08% | 39.10%-21.0pp | 29.77%-11.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $516 | $1,729-70.2% | $2,454-79.0% | $2,551-79.8% |
| Participant deferral / active EE | $585 | $3,134-81.3% | $4,088-85.7% | $4,139-85.9% |
| Admin fee / account holder | $1,145 | $5,323-78.5% | $7,189-84.1% | $7,234-84.2% |