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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 | $18,174 | $56,054-67.6% | $171,082-89.4% | $62,881-71.1% |
| Participation rate | 45.5% | 62.9%-17.4pp | 76.7%-31.2pp | 69.3%-23.9pp |
| Annual return | 9.50% | 22.52%-13.0pp | 32.56%-23.1pp | 20.14%-10.6pp |
| Employer contribution / active EE | $274 | $1,731-84.2% | $4,002-93.2% | $2,281-88.0% |
| Participant deferral / active EE | $583 | $3,158-81.5% | $4,797-87.8% | $3,203-81.8% |
| Admin fee / account holder | $708 | $3,647-80.6% | $8,520-91.7% | $4,296-83.5% |