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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 | $31,154 | $50,820-38.7% | $155,567-80.0% | $77,671-59.9% |
| Participation rate | 19.1% | 63.1%-44.0pp | 78.2%-59.1pp | 70.6%-51.5pp |
| Annual return | 13.91% | 34.85%-20.9pp | 64.74%-50.8pp | 31.21%-17.3pp |
| Employer contribution / active EE | $383 | $1,993-80.8% | $4,674-91.8% | $2,726-85.9% |
| Participant deferral / active EE | $834 | $2,823-70.4% | $5,628-85.2% | $4,648-82.0% |
| Admin fee / account holder | $1,212 | $436+178.1% | $15,916-92.4% | $430+181.7% |