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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 | $30,593 | $58,523-47.7% | $99,475-69.2% | $72,975-58.1% |
| Participation rate | 35.1% | 64.6%-29.5pp | 73.8%-38.7pp | 69.5%-34.4pp |
| Annual return | 30.45% | 28.51%+1.9pp | 30.72%-0.3pp | 81.01%-50.6pp |
| Employer contribution / active EE | $330 | $1,512-78.2% | $2,540-87.0% | $2,440-86.5% |
| Participant deferral / active EE | $996 | $2,606-61.8% | $3,619-72.5% | $3,608-72.4% |
| Admin fee / account holder | $1,067 | $4,102-74.0% | $6,252-82.9% | $5,124-79.2% |