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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 | $23,461 | $58,523-59.9% | $99,470-76.4% | $72,983-67.9% |
| Participation rate | 47.1% | 64.6%-17.5pp | 73.8%-26.7pp | 69.5%-22.3pp |
| Annual return | 23.56% | 28.51%-5.0pp | 30.72%-7.2pp | 81.01%-57.4pp |
| Employer contribution / active EE | $318 | $1,512-79.0% | $2,540-87.5% | $2,440-87.0% |
| Participant deferral / active EE | $940 | $2,606-63.9% | $3,619-74.0% | $3,608-73.9% |
| Admin fee / account holder | $1,122 | $4,102-72.6% | $6,252-82.1% | $5,124-78.1% |