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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 | $19,253 | $41,377-53.5% | $109,313-82.4% | $62,881-69.4% |
| Participation rate | 52.2% | 57.5%-5.4pp | 71.3%-19.1pp | 69.3%-17.1pp |
| Annual return | 9.97% | 11.05%-1.1pp | 22.07%-12.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $419 | $1,276-67.2% | $3,892-89.2% | $2,281-81.6% |
| Participant deferral / active EE | $636 | $2,045-68.9% | $3,166-79.9% | $3,203-80.1% |
| Admin fee / account holder | $307 | $2,884-89.4% | $5,666-94.6% | $4,296-92.9% |