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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 | $38,269 | $46,464-17.6% | $150,298-74.5% | $79,634-51.9% |
| Participation rate | 13.7% | 57.0%-43.3pp | 77.8%-64.1pp | 62.5%-48.8pp |
| Annual return | 15.43% | 27.89%-12.5pp | 62.79%-47.4pp | 36.46%-21.0pp |
| Employer contribution / active EE | $226 | $1,512-85.1% | $4,154-94.6% | $2,529-91.1% |
| Participant deferral / active EE | $425 | $2,157-80.3% | $5,453-92.2% | $3,835-88.9% |
| Admin fee / account holder | $7,029 | $891+689.1% | $14,116-50.2% | $1,002+601.5% |