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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 | $28,051 | $72,177-61.1% | $115,038-75.6% | $59,633-53.0% |
| Participation rate | 40.4% | 72.6%-32.2pp | 81.4%-41.0pp | 68.7%-28.3pp |
| Annual return | 0.77% | 12.02%-11.2pp | 26.14%-25.4pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $692 | $2,841-75.6% | $4,608-85.0% | $2,203-68.6% |
| Participant deferral / active EE | $1,221 | $4,783-74.5% | $6,026-79.7% | $3,192-61.7% |
| Admin fee / account holder | $2,703 | $4,927-45.1% | $8,175-66.9% | $4,297-37.1% |