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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 | $32,224 | $69,383-53.6% | $101,271-68.2% | $73,493-56.2% |
| Participation rate | 29.8% | 68.4%-38.5pp | 75.8%-46.0pp | 70.7%-40.9pp |
| Annual return | 18.97% | 18.46%+0.5pp | 46.48%-27.5pp | 28.51%-9.5pp |
| Employer contribution / active EE | $877 | $2,628-66.6% | $3,660-76.0% | $2,270-61.4% |
| Participant deferral / active EE | $1,119 | $3,301-66.1% | $4,371-74.4% | $3,740-70.1% |
| Admin fee / account holder | $1,114 | $704+58.3% | $5,948-81.3% | $513+117.1% |