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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 | $14,610 | $76,407-80.9% | $150,298-90.3% | $82,448-82.3% |
| Participation rate | 48.8% | 66.4%-17.6pp | 77.8%-29.0pp | 68.1%-19.3pp |
| Annual return | 17.72% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $499 | $2,614-80.9% | $4,154-88.0% | $2,551-80.5% |
| Participant deferral / active EE | $778 | $3,214-75.8% | $5,453-85.7% | $4,139-81.2% |
| Admin fee / account holder | $359 | $6,352-94.4% | $14,116-97.5% | $7,234-95.0% |