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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 | $29,717 | $81,331-63.5% | $155,534-80.9% | $80,935-63.3% |
| Participation rate | 42.9% | 66.3%-23.4pp | 78.2%-35.4pp | 67.7%-24.8pp |
| Annual return | 15.32% | 33.37%-18.1pp | 64.92%-49.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $660 | $3,105-78.7% | $4,675-85.9% | $2,757-76.0% |
| Participant deferral / active EE | $891 | $3,454-74.2% | $5,630-84.2% | $4,299-79.3% |
| Admin fee / account holder | $3,723 | $7,999-53.5% | $15,900-76.6% | $6,924-46.2% |