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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 | $32,939 | $58,627-43.8% | $76,735-57.1% | $82,448-60.0% |
| Participation rate | 17.2% | 63.2%-46.0pp | 69.5%-52.3pp | 68.1%-50.8pp |
| Annual return | 17.71% | 39.10%-21.4pp | 29.77%-12.1pp | 41.64%-23.9pp |
| Employer contribution / active EE | $534 | $1,729-69.1% | $2,454-78.2% | $2,551-79.1% |
| Participant deferral / active EE | $667 | $3,134-78.7% | $4,088-83.7% | $4,139-83.9% |
| Admin fee / account holder | $12,836 | $5,323+141.2% | $7,189+78.5% | $7,234+77.4% |