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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 | $24,206 | $72,272-66.5% | $101,264-76.1% | $79,858-69.7% |
| Participation rate | 52.9% | 68.5%-15.5pp | 75.8%-22.9pp | 69.6%-16.7pp |
| Annual return | 15.46% | 22.30%-6.8pp | 46.48%-31.0pp | 31.72%-16.3pp |
| Employer contribution / active EE | $2,297 | $2,692-14.7% | $3,660-37.2% | $2,471-7.0% |
| Participant deferral / active EE | $1,079 | $3,282-67.1% | $4,370-75.3% | $3,740-71.2% |
| Admin fee / account holder | $452 | $4,401-89.7% | $5,947-92.4% | $5,306-91.5% |