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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 | $75,302 | $71,230+5.7% | $93,727-19.7% | $80,959-7.0% |
| Participation rate | 33.3% | 60.4%-27.1pp | 68.7%-35.4pp | 67.7%-34.3pp |
| Annual return | 13.14% | 11.26%+1.9pp | 133.83%-120.7pp | 35.67%-22.5pp |
| Employer contribution / active EE | $699 | $1,565-55.4% | $2,421-71.1% | $2,757-74.7% |
| Participant deferral / active EE | $1,221 | $4,037-69.8% | $4,417-72.4% | $4,300-71.6% |
| Admin fee / account holder | $697 | $6,961-90.0% | $8,292-91.6% | $6,925-89.9% |