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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 | $35,363 | $99,345-64.4% | $84,753-58.3% | $273,972-87.1% |
| Participation rate | 31.8% | 80.7%-48.9pp | 76.6%-44.8pp | 83.0%-51.2pp |
| Annual return | 6.14% | 22.93%-16.8pp | 22.78%-16.6pp | 41.46%-35.3pp |
| Employer contribution / active EE | $778 | $4,214-81.5% | $3,574-78.2% | $4,869-84.0% |
| Participant deferral / active EE | $931 | $4,270-78.2% | $3,712-74.9% | $5,287-82.4% |
| Admin fee / account holder | $3,352 | $6,645-49.6% | $5,333-37.1% | $10,133-66.9% |