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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 | $13,923 | $67,894-79.5% | $89,340-84.4% | $82,448-83.1% |
| Participation rate | 17.5% | 64.0%-46.5pp | 69.6%-52.1pp | 68.1%-50.6pp |
| Annual return | 19.15% | 19.21%-0.1pp | 20.57%-1.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $492 | $1,828-73.1% | $2,231-77.9% | $2,551-80.7% |
| Participant deferral / active EE | $839 | $3,072-72.7% | $3,823-78.1% | $4,139-79.7% |
| Admin fee / account holder | $593 | $5,723-89.6% | $6,704-91.2% | $7,234-91.8% |