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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 | $28,698 | $54,541-47.4% | $78,778-63.6% | $70,126-59.1% |
| Participation rate | 53.4% | 60.8%-7.4pp | 69.2%-15.7pp | 69.5%-16.1pp |
| Annual return | 13.10% | 21.07%-8.0pp | 35.62%-22.5pp | 73.15%-60.1pp |
| Employer contribution / active EE | $225 | $1,089-79.4% | $1,986-88.7% | $2,343-90.4% |
| Participant deferral / active EE | $899 | $2,210-59.3% | $2,958-69.6% | $3,332-73.0% |
| Admin fee / account holder | $525 | $3,709-85.8% | $5,134-89.8% | $4,645-88.7% |