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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 | $30,108 | $41,377-27.2% | $109,313-72.5% | $62,881-52.1% |
| Participation rate | 37.0% | 57.5%-20.6pp | 71.3%-34.3pp | 69.3%-32.3pp |
| Annual return | 7.23% | 11.05%-3.8pp | 22.07%-14.8pp | 20.14%-12.9pp |
| Employer contribution / active EE | $330 | $1,276-74.1% | $3,892-91.5% | $2,281-85.5% |
| Participant deferral / active EE | $736 | $2,045-64.0% | $3,166-76.7% | $3,203-77.0% |
| Admin fee / account holder | $2,723 | $2,884-5.6% | $5,666-51.9% | $4,296-36.6% |