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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 | $34,220 | $43,749-21.8% | $158,223-78.4% | $65,306-47.6% |
| Participation rate | 21.8% | 56.9%-35.1pp | 79.2%-57.4pp | 57.7%-35.9pp |
| Annual return | 14.65% | 19.41%-4.8pp | 52.09%-37.4pp | 21.94%-7.3pp |
| Employer contribution / active EE | $332 | $1,497-77.8% | $4,109-91.9% | $1,967-83.1% |
| Participant deferral / active EE | $731 | $2,019-63.8% | $5,467-86.6% | $2,959-75.3% |
| Admin fee / account holder | $1,634 | $1,930-15.3% | $16,047-89.8% | $3,480-53.0% |