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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 | $61,279 | $87,037-29.6% | $106,201-42.3% | $80,874-24.2% |
| Participation rate | 35.2% | 70.4%-35.3pp | 75.3%-40.1pp | 67.6%-32.5pp |
| Annual return | 11.51% | 17.05%-5.5pp | 116.26%-104.7pp | 35.62%-24.1pp |
| Employer contribution / active EE | $930 | $2,396-61.2% | $3,170-70.7% | $2,756-66.3% |
| Participant deferral / active EE | $1,236 | $3,986-69.0% | $5,012-75.3% | $4,297-71.2% |
| Admin fee / account holder | $5,021 | $8,434-40.5% | $11,039-54.5% | $6,935-27.6% |