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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 | $28,323 | $89,259-68.3% | $107,187-73.6% | $82,637-65.7% |
| Participation rate | 34.5% | 67.9%-33.4pp | 75.0%-40.5pp | 68.1%-33.6pp |
| Annual return | 18.95% | 21.02%-2.1pp | 204.55%-185.6pp | 53.51%-34.6pp |
| Employer contribution / active EE | $852 | $3,080-72.3% | $3,782-77.5% | $2,552-66.6% |
| Participant deferral / active EE | $1,128 | $4,037-72.1% | $5,096-77.9% | $4,126-72.7% |
| Admin fee / account holder | $2,372 | $7,381-67.9% | $9,162-74.1% | $7,339-67.7% |