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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 | $25,357 | $69,383-63.5% | $101,264-75.0% | $73,493-65.5% |
| Participation rate | 27.5% | 68.4%-40.9pp | 75.8%-48.3pp | 70.7%-43.2pp |
| Annual return | 13.91% | 18.46%-4.6pp | 46.48%-32.6pp | 28.51%-14.6pp |
| Employer contribution / active EE | $607 | $2,628-76.9% | $3,660-83.4% | $2,270-73.3% |
| Participant deferral / active EE | $875 | $3,301-73.5% | $4,370-80.0% | $3,740-76.6% |
| Admin fee / account holder | $3,602 | $704+411.8% | $5,947-39.4% | $513+602.0% |