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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 | $18,699 | $65,361-71.4% | $92,903-79.9% | $72,983-74.4% |
| Participation rate | 48.9% | 68.3%-19.4pp | 76.0%-27.1pp | 69.5%-20.6pp |
| Annual return | 25.04% | 42.11%-17.1pp | 109.43%-84.4pp | 81.01%-56.0pp |
| Employer contribution / active EE | $953 | $2,594-63.3% | $3,653-73.9% | $2,440-61.0% |
| Participant deferral / active EE | $1,287 | $3,128-58.8% | $4,238-69.6% | $3,608-64.3% |
| Admin fee / account holder | $839 | $4,251-80.3% | $5,795-85.5% | $5,124-83.6% |