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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 | $32,187 | $84,236-61.8% | $170,435-81.1% | $70,126-54.1% |
| Participation rate | 30.6% | 70.8%-40.3pp | 83.6%-53.0pp | 69.5%-39.0pp |
| Annual return | 19.16% | 23.06%-3.9pp | 205.94%-186.8pp | 73.15%-54.0pp |
| Employer contribution / active EE | $455 | $3,387-86.6% | $5,432-91.6% | $2,343-80.6% |
| Participant deferral / active EE | $633 | $3,086-79.5% | $4,939-87.2% | $3,332-81.0% |
| Admin fee / account holder | $3,261 | $5,698-42.8% | $13,881-76.5% | $4,645-29.8% |