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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 | $14,347 | $64,920-77.9% | $103,693-86.2% | $86,983-83.5% |
| Participation rate | 17.9% | 63.6%-45.7pp | 72.6%-54.8pp | 69.5%-51.7pp |
| Annual return | 22.61% | 30.29%-7.7pp | 47.61%-25.0pp | 25.83%-3.2pp |
| Employer contribution / active EE | $447 | $2,141-79.1% | $2,920-84.7% | $2,584-82.7% |
| Participant deferral / active EE | $639 | $3,241-80.3% | $4,579-86.0% | $4,194-84.8% |
| Admin fee / account holder | $693 | $6,191-88.8% | $7,858-91.2% | $7,856-91.2% |