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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 | $30,215 | $89,367-66.2% | $141,191-78.6% | $72,975-58.6% |
| Participation rate | 58.8% | 75.1%-16.3pp | 82.5%-23.7pp | 69.5%-10.7pp |
| Annual return | 20.12% | 111.87%-91.7pp | 71.41%-51.3pp | 81.01%-60.9pp |
| Employer contribution / active EE | $783 | $3,115-74.9% | $4,736-83.5% | $2,440-67.9% |
| Participant deferral / active EE | $1,656 | $5,419-69.4% | $6,710-75.3% | $3,608-54.1% |
| Admin fee / account holder | $505 | $5,957-91.5% | $10,264-95.1% | $5,124-90.2% |