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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 | $12,955 | $59,123-78.1% | $77,183-83.2% | $75,181-82.8% |
| Participation rate | 19.5% | 63.9%-44.4pp | 69.6%-50.1pp | 67.2%-47.7pp |
| Annual return | 32.42% | 26.72%+5.7pp | 37.89%-5.5pp | 160.69%-128.3pp |
| Employer contribution / active EE | $682 | $1,996-65.8% | $2,534-73.1% | $2,671-74.4% |
| Participant deferral / active EE | $760 | $2,999-74.7% | $3,833-80.2% | $4,126-81.6% |
| Admin fee / account holder | $908 | $4,776-81.0% | $5,475-83.4% | $5,650-83.9% |