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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 | $28,185 | $54,541-48.3% | $78,778-64.2% | $70,126-59.8% |
| Participation rate | 56.4% | 60.8%-4.4pp | 69.2%-12.8pp | 69.5%-13.1pp |
| Annual return | 12.93% | 21.07%-8.1pp | 35.62%-22.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $384 | $1,089-64.8% | $1,986-80.7% | $2,343-83.6% |
| Participant deferral / active EE | $837 | $2,210-62.1% | $2,958-71.7% | $3,332-74.9% |
| Admin fee / account holder | $1,109 | $3,709-70.1% | $5,134-78.4% | $4,645-76.1% |