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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 | $27,863 | $75,541-63.1% | $152,093-81.7% | $82,637-66.3% |
| Participation rate | 25.7% | 66.5%-40.9pp | 77.8%-52.1pp | 68.1%-42.4pp |
| Annual return | 16.25% | 32.56%-16.3pp | 66.36%-50.1pp | 53.51%-37.3pp |
| Employer contribution / active EE | $506 | $2,622-80.7% | $4,175-87.9% | $2,552-80.2% |
| Participant deferral / active EE | $522 | $3,206-83.7% | $5,451-90.4% | $4,126-87.4% |
| Admin fee / account holder | $2,762 | $6,405-56.9% | $14,497-80.9% | $7,339-62.4% |