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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 | $33,312 | $77,358-56.9% | $102,184-67.4% | $87,485-61.9% |
| Participation rate | 48.9% | 78.7%-29.8pp | 82.6%-33.7pp | 68.9%-20.0pp |
| Annual return | 19.05% | 41.11%-22.1pp | 31.58%-12.5pp | 26.06%-7.0pp |
| Employer contribution / active EE | $710 | $2,562-72.3% | $3,594-80.3% | $2,596-72.7% |
| Participant deferral / active EE | $2,070 | $6,753-69.3% | $8,309-75.1% | $4,274-51.6% |
| Admin fee / account holder | $2,929 | $6,809-57.0% | $11,609-74.8% | $7,775-62.3% |