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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 | $17,398 | $52,580-66.9% | $71,671-75.7% | $70,126-75.2% |
| Participation rate | 31.6% | 60.9%-29.2pp | 68.7%-37.1pp | 69.5%-37.9pp |
| Annual return | 32.97% | 20.25%+12.7pp | 20.65%+12.3pp | 73.15%-40.2pp |
| Employer contribution / active EE | $459 | $1,616-71.6% | $2,460-81.3% | $2,343-80.4% |
| Participant deferral / active EE | $854 | $2,386-64.2% | $3,438-75.2% | $3,332-74.4% |
| Admin fee / account holder | $391 | $3,653-89.3% | $5,558-93.0% | $4,645-91.6% |