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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 | $57,214 | $76,834-25.5% | $108,359-47.2% | $87,485-34.6% |
| Participation rate | 32.7% | 61.7%-29.0pp | 70.1%-37.4pp | 68.9%-36.2pp |
| Annual return | 17.85% | 19.09%-1.2pp | 36.89%-19.0pp | 26.06%-8.2pp |
| Employer contribution / active EE | $712 | $1,556-54.2% | $2,399-70.3% | $2,596-72.6% |
| Participant deferral / active EE | $1,034 | $3,100-66.6% | $4,137-75.0% | $4,274-75.8% |
| Admin fee / account holder | $1,478 | $6,537-77.4% | $9,741-84.8% | $7,775-81.0% |