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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 | $78,520-57.6% | $96,576-65.5% | $82,448-59.6% |
| Participation rate | 48.9% | 77.7%-28.8pp | 81.4%-32.6pp | 68.1%-19.2pp |
| Annual return | 19.05% | 41.30%-22.3pp | 38.47%-19.4pp | 41.64%-22.6pp |
| Employer contribution / active EE | $710 | $2,630-73.0% | $3,553-80.0% | $2,551-72.2% |
| Participant deferral / active EE | $2,070 | $6,754-69.3% | $7,956-74.0% | $4,139-50.0% |
| Admin fee / account holder | $2,929 | $13,455-78.2% | $11,381-74.3% | $7,234-59.5% |