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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 | $19,796 | $76,407-74.1% | $150,298-86.8% | $82,448-76.0% |
| Participation rate | 28.4% | 66.4%-38.0pp | 77.8%-49.3pp | 68.1%-39.6pp |
| Annual return | 16.55% | 39.99%-23.4pp | 62.79%-46.2pp | 41.64%-25.1pp |
| Employer contribution / active EE | $517 | $2,614-80.2% | $4,154-87.6% | $2,551-79.7% |
| Participant deferral / active EE | $563 | $3,214-82.5% | $5,453-89.7% | $4,139-86.4% |
| Admin fee / account holder | $339 | $6,352-94.7% | $14,116-97.6% | $7,234-95.3% |