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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 | $33,693 | $43,075-21.8% | $74,577-54.8% | $62,881-46.4% |
| Participation rate | 48.7% | 58.1%-9.3pp | 68.1%-19.4pp | 69.3%-20.6pp |
| Annual return | 7.88% | 17.50%-9.6pp | 20.47%-12.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $278 | $1,498-81.4% | $2,525-89.0% | $2,281-87.8% |
| Participant deferral / active EE | $528 | $2,389-77.9% | $3,458-84.7% | $3,203-83.5% |
| Admin fee / account holder | $2,283 | $2,840-19.6% | $4,138-44.8% | $4,296-46.8% |