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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 | $39,881 | $52,884-24.6% | $84,753-52.9% | $55,167-27.7% |
| Participation rate | 35.8% | 67.5%-31.7pp | 76.6%-40.8pp | 69.0%-33.2pp |
| Annual return | 7.31% | 18.03%-10.7pp | 22.78%-15.5pp | 169.23%-161.9pp |
| Employer contribution / active EE | $517 | $2,233-76.9% | $3,574-85.5% | $1,963-73.7% |
| Participant deferral / active EE | $1,099 | $2,644-58.4% | $3,712-70.4% | $3,054-64.0% |
| Admin fee / account holder | $2,803 | $581+382.7% | $5,333-47.4% | $504+456.2% |