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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 | $34,225 | $93,598-63.4% | $135,974-74.8% | $75,173-54.5% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | 17.07% | 30.89%-13.8pp | 68.30%-51.2pp | 160.72%-143.6pp |
| Employer contribution / active EE | $1,057 | $3,538-70.1% | $4,859-78.2% | $2,671-60.4% |
| Participant deferral / active EE | $2,240 | $6,405-65.0% | $7,760-71.1% | $4,126-45.7% |
| Admin fee / account holder | $838 | $6,978-88.0% | $10,767-92.2% | $5,651-85.2% |