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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 | $61,703 | $41,377+49.1% | $109,313-43.6% | $62,881-1.9% |
| Participation rate | 53.6% | 57.5%-4.0pp | 71.3%-17.7pp | 69.3%-15.7pp |
| Annual return | 8.38% | 11.05%-2.7pp | 22.07%-13.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $426 | $1,276-66.6% | $3,892-89.1% | $2,281-81.3% |
| Participant deferral / active EE | $570 | $2,045-72.1% | $3,166-82.0% | $3,203-82.2% |
| Admin fee / account holder | $2,471 | $2,884-14.3% | $5,666-56.4% | $4,296-42.5% |