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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 | $31,113 | $56,544-45.0% | $75,501-58.8% | $70,126-55.6% |
| Participation rate | 57.9% | 68.1%-10.2pp | 72.4%-14.5pp | 69.5%-11.6pp |
| Annual return | 13.41% | 23.59%-10.2pp | 27.35%-13.9pp | 73.15%-59.7pp |
| Employer contribution / active EE | $723 | $1,817-60.2% | $2,352-69.2% | $2,343-69.1% |
| Participant deferral / active EE | $942 | $2,580-63.5% | $3,142-70.0% | $3,332-71.7% |
| Admin fee / account holder | $3,203 | $3,827-16.3% | $5,801-44.8% | $4,645-31.1% |