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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 | $51,861 | $74,535-30.4% | $100,712-48.5% | $82,637-37.2% |
| Participation rate | 30.9% | 61.2%-30.3pp | 69.3%-38.4pp | 68.1%-37.2pp |
| Annual return | 14.61% | 18.92%-4.3pp | 33.27%-18.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $393 | $1,503-73.9% | $2,313-83.0% | $2,552-84.6% |
| Participant deferral / active EE | $616 | $3,074-79.9% | $4,085-84.9% | $4,126-85.1% |
| Admin fee / account holder | $496 | $6,576-92.5% | $9,256-94.6% | $7,339-93.2% |