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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 | $30,689 | $65,041-52.8% | $90,965-66.3% | $79,858-61.6% |
| Participation rate | 51.4% | 61.6%-10.2pp | 69.0%-17.6pp | 69.6%-18.2pp |
| Annual return | 14.51% | 30.45%-15.9pp | 134.57%-120.1pp | 31.72%-17.2pp |
| Employer contribution / active EE | $697 | $1,247-44.1% | $2,122-67.1% | $2,471-71.8% |
| Participant deferral / active EE | $1,089 | $2,512-56.6% | $3,373-67.7% | $3,740-70.9% |
| Admin fee / account holder | $902 | $4,536-80.1% | $5,960-84.9% | $5,306-83.0% |