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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 | $31,372 | $71,215-55.9% | $93,696-66.5% | $80,935-61.2% |
| Participation rate | 55.1% | 60.4%-5.3pp | 68.7%-13.6pp | 67.7%-12.6pp |
| Annual return | 10.94% | 11.27%-0.3pp | 133.74%-122.8pp | 35.66%-24.7pp |
| Employer contribution / active EE | $441 | $1,565-71.8% | $2,422-81.8% | $2,757-84.0% |
| Participant deferral / active EE | $684 | $4,037-83.1% | $4,417-84.5% | $4,299-84.1% |
| Admin fee / account holder | $4,221 | $6,958-39.3% | $8,287-49.1% | $6,924-39.0% |