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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 | $10,905 | $58,627-81.4% | $76,735-85.8% | $82,448-86.8% |
| Participation rate | 27.3% | 63.2%-35.9pp | 69.5%-42.2pp | 68.1%-40.8pp |
| Annual return | 19.85% | 39.10%-19.3pp | 29.77%-9.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $519 | $1,729-70.0% | $2,454-78.8% | $2,551-79.7% |
| Participant deferral / active EE | $861 | $3,134-72.5% | $4,088-78.9% | $4,139-79.2% |
| Admin fee / account holder | $1,689 | $5,323-68.3% | $7,189-76.5% | $7,234-76.6% |