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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 | $20,649 | $81,331-74.6% | $155,534-86.7% | $80,935-74.5% |
| Participation rate | 38.6% | 66.3%-27.6pp | 78.2%-39.6pp | 67.7%-29.0pp |
| Annual return | 12.01% | 33.37%-21.4pp | 64.92%-52.9pp | 35.66%-23.7pp |
| Employer contribution / active EE | $1,114 | $3,105-64.1% | $4,675-76.2% | $2,757-59.6% |
| Participant deferral / active EE | $632 | $3,454-81.7% | $5,630-88.8% | $4,299-85.3% |
| Admin fee / account holder | $321 | $7,999-96.0% | $15,900-98.0% | $6,924-95.4% |