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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 | $14,139 | $25,014-43.5% | $69,632-79.7% | $80,959-82.5% |
| Participation rate | 15.8% | 64.2%-48.4pp | 66.4%-50.6pp | 67.7%-51.9pp |
| Annual return | 14.84% | 19.08%-4.2pp | 101.32%-86.5pp | 35.67%-20.8pp |
| Employer contribution / active EE | $402 | $991-59.4% | $1,708-76.4% | $2,757-85.4% |
| Participant deferral / active EE | $636 | $1,840-65.4% | $2,889-78.0% | $4,300-85.2% |
| Admin fee / account holder | $2,619 | $2,491+5.1% | $4,695-44.2% | $6,925-62.2% |