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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 | $28,494 | $99,875-71.5% | $146,866-80.6% | $86,983-67.2% |
| Participation rate | 63.9% | 75.8%-11.9pp | 82.5%-18.6pp | 69.5%-5.7pp |
| Annual return | 20.71% | 28.10%-7.4pp | 102.85%-82.1pp | 25.83%-5.1pp |
| Employer contribution / active EE | $1,303 | $3,224-59.6% | $4,425-70.5% | $2,584-49.6% |
| Participant deferral / active EE | $2,239 | $6,322-64.6% | $7,759-71.1% | $4,194-46.6% |
| Admin fee / account holder | $373 | $7,838-95.2% | $13,620-97.3% | $7,856-95.3% |