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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 | $35,215 | $70,430-50.0% | $96,572-63.5% | $85,851-59.0% |
| Participation rate | 41.4% | 61.8%-20.4pp | 69.8%-28.4pp | 69.3%-27.9pp |
| Annual return | 15.12% | 18.58%-3.5pp | 37.79%-22.7pp | 318.63%-303.5pp |
| Employer contribution / active EE | $366 | $1,413-74.1% | $2,357-84.5% | $2,565-85.7% |
| Participant deferral / active EE | $1,198 | $2,894-58.6% | $3,850-68.9% | $3,952-69.7% |
| Admin fee / account holder | $3,262 | $4,996-34.7% | $6,183-47.2% | $6,261-47.9% |