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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 | $28,380 | $58,493-51.5% | $84,021-66.2% | $72,975-61.1% |
| Participation rate | 34.4% | 61.2%-26.9pp | 69.0%-34.6pp | 69.5%-35.1pp |
| Annual return | 26.97% | 28.93%-2.0pp | 71.32%-44.4pp | 81.01%-54.0pp |
| Employer contribution / active EE | $783 | $1,163-32.7% | $1,984-60.5% | $2,440-67.9% |
| Participant deferral / active EE | $926 | $2,394-61.3% | $3,239-71.4% | $3,608-74.3% |
| Admin fee / account holder | $1,125 | $4,569-75.4% | $6,102-81.6% | $5,124-78.1% |