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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 | $28,383 | $109,782-74.1% | $260,467-89.1% | $94,015-69.8% |
| Participation rate | 17.9% | 67.2%-49.2pp | 80.5%-62.5pp | 70.8%-52.9pp |
| Annual return | 17.29% | 18.60%-1.3pp | 100.60%-83.3pp | 17.84%-0.6pp |
| Employer contribution / active EE | $707 | $2,147-67.1% | $4,239-83.3% | $2,790-74.7% |
| Participant deferral / active EE | $766 | $4,044-81.1% | $6,319-87.9% | $4,249-82.0% |
| Admin fee / account holder | $3,127 | $11,958-73.9% | $15,461-79.8% | $8,951-65.1% |