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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 | $38,324 | $86,949-55.9% | $102,460-62.6% | $80,959-52.7% |
| Participation rate | 30.6% | 72.4%-41.8pp | 76.5%-46.0pp | 67.7%-37.1pp |
| Annual return | 14.94% | 18.89%-4.0pp | 29.47%-14.5pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,712 | $4,121-58.5% | $5,056-66.1% | $4,300-60.2% |
| Admin fee / account holder | $734 | $8,048-90.9% | $9,460-92.2% | $6,925-89.4% |