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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 | $32,951 | $86,938-62.1% | $102,423-67.8% | $80,925-59.3% |
| Participation rate | 30.5% | 72.4%-41.9pp | 76.5%-46.0pp | 67.7%-37.1pp |
| Annual return | 13.46% | 18.89%-5.4pp | 29.42%-16.0pp | 35.65%-22.2pp |
| Employer contribution / active EE | $1,086 | $2,369-54.2% | $3,023-64.1% | $2,756-60.6% |
| Participant deferral / active EE | $1,287 | $4,120-68.8% | $5,054-74.5% | $4,299-70.1% |
| Admin fee / account holder | $690 | $8,053-91.4% | $9,455-92.7% | $6,940-90.1% |