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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 | $27,304 | $100,970-73.0% | $96,576-71.7% | $137,256-80.1% |
| Participation rate | 47.8% | 82.6%-34.8pp | 81.4%-33.6pp | 80.0%-32.1pp |
| Annual return | 16.69% | 38.16%-21.5pp | 38.47%-21.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,033 | $3,809-72.9% | $3,553-70.9% | $4,156-75.1% |
| Participant deferral / active EE | $2,133 | $8,286-74.3% | $7,956-73.2% | $6,407-66.7% |
| Admin fee / account holder | $648 | $11,312-94.3% | $11,381-94.3% | $12,270-94.7% |