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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 | $9,239 | $57,140-83.8% | $85,240-89.2% | $80,959-88.6% |
| Participation rate | 20.2% | 56.4%-36.2pp | 67.5%-47.3pp | 67.7%-47.5pp |
| Annual return | 14.23% | 21.71%-7.5pp | 66.75%-52.5pp | 35.67%-21.4pp |
| Employer contribution / active EE | $399 | $1,802-77.9% | $2,735-85.4% | $2,757-85.5% |
| Participant deferral / active EE | $543 | $3,115-82.6% | $4,527-88.0% | $4,300-87.4% |
| Admin fee / account holder | $1,088 | $4,992-78.2% | $6,165-82.3% | $6,925-84.3% |