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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 | $13,292 | $49,024-72.9% | $112,860-88.2% | $87,485-84.8% |
| Participation rate | 20.9% | 62.2%-41.2pp | 66.3%-45.4pp | 68.9%-48.0pp |
| Annual return | 13.76% | 43.86%-30.1pp | 35.26%-21.5pp | 26.06%-12.3pp |
| Employer contribution / active EE | $251 | $1,290-80.6% | $2,206-88.6% | $2,596-90.3% |
| Participant deferral / active EE | $358 | $2,209-83.8% | $3,493-89.8% | $4,274-91.6% |
| Admin fee / account holder | $3,348 | $6,266-46.6% | $6,841-51.1% | $7,775-56.9% |