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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 | $21,382 | $45,343-52.8% | $150,298-85.8% | $67,986-68.5% |
| Participation rate | 15.1% | 51.9%-36.7pp | 77.8%-62.7pp | 57.2%-42.1pp |
| Annual return | 17.38% | 33.28%-15.9pp | 62.79%-45.4pp | 31.67%-14.3pp |
| Employer contribution / active EE | $205 | $1,462-86.0% | $4,154-95.1% | $2,019-89.8% |
| Participant deferral / active EE | $309 | $2,055-85.0% | $5,453-94.3% | $3,358-90.8% |
| Admin fee / account holder | $1,628 | $2,250-27.6% | $14,116-88.5% | $3,203-49.2% |