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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 | $18,605 | $90,400-79.4% | $186,193-90.0% | $87,485-78.7% |
| Participation rate | 27.3% | 66.2%-38.9pp | 77.1%-49.8pp | 68.9%-41.7pp |
| Annual return | 15.94% | 22.15%-6.2pp | 78.03%-62.1pp | 26.06%-10.1pp |
| Employer contribution / active EE | $455 | $2,170-79.1% | $3,918-88.4% | $2,596-82.5% |
| Participant deferral / active EE | $1,115 | $4,330-74.3% | $6,513-82.9% | $4,274-73.9% |
| Admin fee / account holder | $5,259 | $8,673-39.4% | $11,058-52.4% | $7,775-32.4% |