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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 | $58,335 | $91,167-36.0% | $178,498-67.3% | $79,858-27.0% |
| Participation rate | 34.1% | 69.2%-35.1pp | 81.9%-47.8pp | 69.6%-35.5pp |
| Annual return | 18.44% | 24.19%-5.8pp | 151.09%-132.7pp | 31.72%-13.3pp |
| Employer contribution / active EE | $707 | $3,255-78.3% | $5,011-85.9% | $2,471-71.4% |
| Participant deferral / active EE | $806 | $3,236-75.1% | $5,202-84.5% | $3,740-78.5% |
| Admin fee / account holder | $675 | $6,747-90.0% | $13,985-95.2% | $5,306-87.3% |