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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 | $24,082 | $48,078-49.9% | $78,676-69.4% | $62,881-61.7% |
| Participation rate | 41.5% | 65.2%-23.7pp | 73.6%-32.1pp | 69.3%-27.8pp |
| Annual return | 7.70% | 31.36%-23.7pp | 62.19%-54.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $274 | $2,015-86.4% | $2,850-90.4% | $2,281-88.0% |
| Participant deferral / active EE | $636 | $2,587-75.4% | $3,517-81.9% | $3,203-80.1% |
| Admin fee / account holder | $435 | $3,206-86.4% | $4,510-90.4% | $4,296-89.9% |