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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 | $25,304 | $72,269-65.0% | $101,271-75.0% | $79,852-68.3% |
| Participation rate | 35.7% | 68.5%-32.7pp | 75.8%-40.1pp | 69.6%-33.9pp |
| Annual return | 21.07% | 22.29%-1.2pp | 46.48%-25.4pp | 31.72%-10.6pp |
| Employer contribution / active EE | $758 | $2,692-71.9% | $3,660-79.3% | $2,471-69.3% |
| Participant deferral / active EE | $1,159 | $3,282-64.7% | $4,371-73.5% | $3,740-69.0% |
| Admin fee / account holder | $1,012 | $4,401-77.0% | $5,948-83.0% | $5,306-80.9% |