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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 | $31,174 | $124,980-75.1% | $108,359-71.2% | $154,746-79.9% |
| Participation rate | 35.3% | 75.2%-39.9pp | 70.1%-34.8pp | 80.7%-45.4pp |
| Annual return | 19.90% | 45.00%-25.1pp | 36.89%-17.0pp | 172.34%-152.4pp |
| Employer contribution / active EE | $628 | $2,851-78.0% | $2,399-73.8% | $4,379-85.7% |
| Participant deferral / active EE | $860 | $4,743-81.9% | $4,137-79.2% | $6,730-87.2% |
| Admin fee / account holder | $700 | $11,502-93.9% | $9,741-92.8% | $14,365-95.1% |