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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 | $34,277 | $59,335-42.2% | $129,031-73.4% | $69,733-50.8% |
| Participation rate | 18.4% | 43.3%-24.9pp | 73.4%-54.9pp | 62.5%-44.0pp |
| Annual return | 17.78% | 19.52%-1.7pp | 34.67%-16.9pp | 15.22%+2.6pp |
| Employer contribution / active EE | $296 | $1,639-82.0% | $3,226-90.8% | $2,250-86.9% |
| Participant deferral / active EE | $487 | $2,485-80.4% | $5,217-90.7% | $3,054-84.1% |
| Admin fee / account holder | $1,088 | $3,940-72.4% | $13,208-91.8% | $3,102-64.9% |