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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 | $31,896 | $77,962-59.1% | $178,540-82.1% | $80,935-60.6% |
| Participation rate | 30.5% | 65.7%-35.2pp | 77.1%-46.6pp | 67.7%-37.2pp |
| Annual return | 11.80% | 18.10%-6.3pp | 27.15%-15.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $606 | $2,280-73.4% | $3,953-84.7% | $2,757-78.0% |
| Participant deferral / active EE | $1,120 | $4,404-74.6% | $6,281-82.2% | $4,299-74.0% |
| Admin fee / account holder | $2,470 | $7,156-65.5% | $10,424-76.3% | $6,924-64.3% |