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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 | $31,441 | $78,705-60.1% | $117,860-73.3% | $70,124-55.2% |
| Participation rate | 30.6% | 73.2%-42.6pp | 79.7%-49.1pp | 69.5%-39.0pp |
| Annual return | 16.13% | 23.30%-7.2pp | 335.10%-319.0pp | 73.14%-57.0pp |
| Employer contribution / active EE | $595 | $2,223-73.3% | $3,786-84.3% | $2,342-74.6% |
| Participant deferral / active EE | $1,137 | $3,297-65.5% | $4,482-74.6% | $3,332-65.9% |
| Admin fee / account holder | $1,251 | $5,065-75.3% | $8,021-84.4% | $4,645-73.1% |