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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 | $57,692 | $99,875-42.2% | $146,866-60.7% | $86,983-33.7% |
| Participation rate | 13.5% | 75.8%-62.3pp | 82.5%-69.0pp | 69.5%-56.0pp |
| Annual return | 18.01% | 28.10%-10.1pp | 102.85%-84.8pp | 25.83%-7.8pp |
| Employer contribution / active EE | $477 | $3,224-85.2% | $4,425-89.2% | $2,584-81.6% |
| Participant deferral / active EE | $1,747 | $6,322-72.4% | $7,759-77.5% | $4,194-58.3% |
| Admin fee / account holder | $2,276 | $7,838-71.0% | $13,620-83.3% | $7,856-71.0% |