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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 | $25,353 | $81,504-68.9% | $102,437-75.2% | $80,959-68.7% |
| Participation rate | 52.8% | 66.9%-14.1pp | 74.5%-21.7pp | 67.7%-14.9pp |
| Annual return | 10.87% | 25.60%-14.7pp | 24.95%-14.1pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,082 | $3,104-65.1% | $3,871-72.1% | $2,757-60.8% |
| Participant deferral / active EE | $1,425 | $3,871-63.2% | $5,060-71.8% | $4,300-66.9% |
| Admin fee / account holder | $2,121 | $6,719-68.4% | $8,388-74.7% | $6,925-69.4% |