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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 | $78,690-74.8% | $161,489-87.7% | $87,485-77.4% |
| Participation rate | 28.4% | 67.5%-39.0pp | 78.7%-50.3pp | 68.9%-40.5pp |
| Annual return | 16.55% | 32.74%-16.2pp | 89.72%-73.2pp | 26.06%-9.5pp |
| Employer contribution / active EE | $517 | $2,588-80.0% | $4,268-87.9% | $2,596-80.1% |
| Participant deferral / active EE | $563 | $3,311-83.0% | $5,630-90.0% | $4,274-86.8% |
| Admin fee / account holder | $339 | $6,724-95.0% | $16,006-97.9% | $7,775-95.6% |