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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 | $19,045 | $86,050-77.9% | $189,758-90.0% | $94,015-79.7% |
| Participation rate | 54.7% | 68.9%-14.2pp | 79.8%-25.1pp | 70.8%-16.1pp |
| Annual return | 16.11% | 17.77%-1.7pp | 52.62%-36.5pp | 17.84%-1.7pp |
| Employer contribution / active EE | $1,554 | $2,819-44.9% | $4,767-67.4% | $2,790-44.3% |
| Participant deferral / active EE | $941 | $3,349-71.9% | $5,856-83.9% | $4,249-77.9% |
| Admin fee / account holder | $3,197 | $6,627-51.8% | $20,388-84.3% | $8,951-64.3% |