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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 | $12,018 | $64,920-81.5% | $103,693-88.4% | $86,983-86.2% |
| Participation rate | 23.3% | 63.6%-40.3pp | 72.6%-49.4pp | 69.5%-46.3pp |
| Annual return | 15.14% | 30.29%-15.2pp | 47.61%-32.5pp | 25.83%-10.7pp |
| Employer contribution / active EE | $302 | $2,141-85.9% | $2,920-89.7% | $2,584-88.3% |
| Participant deferral / active EE | $528 | $3,241-83.7% | $4,579-88.5% | $4,194-87.4% |
| Admin fee / account holder | $1,366 | $6,191-77.9% | $7,858-82.6% | $7,856-82.6% |