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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 | $70,524 | $106,749-33.9% | $145,433-51.5% | $82,448-14.5% |
| Participation rate | 26.7% | 75.6%-49.0pp | 82.1%-55.5pp | 68.1%-41.4pp |
| Annual return | 21.66% | 27.59%-5.9pp | 66.58%-44.9pp | 41.64%-20.0pp |
| Employer contribution / active EE | $720 | $3,444-79.1% | $4,554-84.2% | $2,551-71.8% |
| Participant deferral / active EE | $1,777 | $6,519-72.7% | $7,897-77.5% | $4,139-57.1% |
| Admin fee / account holder | $361 | $8,390-95.7% | $13,129-97.3% | $7,234-95.0% |