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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 | $37,109 | $61,338-39.5% | $149,717-75.2% | $71,495-48.1% |
| Participation rate | 18.4% | 62.5%-44.1pp | 78.8%-60.4pp | 67.9%-49.5pp |
| Annual return | 17.38% | 35.86%-18.5pp | 134.41%-117.0pp | 28.85%-11.5pp |
| Employer contribution / active EE | $449 | $2,381-81.1% | $4,820-90.7% | $2,589-82.7% |
| Participant deferral / active EE | $501 | $2,919-82.8% | $5,682-91.2% | $4,291-88.3% |
| Admin fee / account holder | $2,902 | $1,263+129.8% | $13,213-78.0% | $1,588+82.8% |