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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 | $28,882 | $64,359-55.1% | $90,161-68.0% | $70,126-58.8% |
| Participation rate | 51.2% | 70.4%-19.3pp | 76.9%-25.7pp | 69.5%-18.4pp |
| Annual return | 22.85% | 28.13%-5.3pp | 34.89%-12.0pp | 73.15%-50.3pp |
| Employer contribution / active EE | $770 | $2,046-62.3% | $3,318-76.8% | $2,343-67.1% |
| Participant deferral / active EE | $1,107 | $4,389-74.8% | $5,287-79.1% | $3,332-66.8% |
| Admin fee / account holder | $341 | $3,945-91.4% | $5,943-94.3% | $4,645-92.7% |