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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 | $33,176 | $58,523-43.3% | $99,479-66.7% | $72,976-54.5% |
| Participation rate | 35.9% | 64.6%-28.7pp | 73.8%-37.9pp | 69.5%-33.6pp |
| Annual return | 23.58% | 28.51%-4.9pp | 30.72%-7.1pp | 81.02%-57.4pp |
| Employer contribution / active EE | $607 | $1,512-59.9% | $2,540-76.1% | $2,440-75.1% |
| Participant deferral / active EE | $812 | $2,606-68.8% | $3,619-77.6% | $3,608-77.5% |
| Admin fee / account holder | $429 | $4,102-89.5% | $6,253-93.1% | $5,124-91.6% |