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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 | $15,324 | $51,222-70.1% | $70,544-78.3% | $75,173-79.6% |
| Participation rate | 34.1% | 61.0%-26.8pp | 68.4%-34.2pp | 67.2%-33.1pp |
| Annual return | 15.88% | 30.06%-14.2pp | 32.79%-16.9pp | 160.72%-144.8pp |
| Employer contribution / active EE | $698 | $1,827-61.8% | $2,976-76.5% | $2,671-73.9% |
| Participant deferral / active EE | $832 | $2,850-70.8% | $4,568-81.8% | $4,126-79.8% |
| Admin fee / account holder | $3,604 | $4,096-12.0% | $6,427-43.9% | $5,651-36.2% |