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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 | $32,531 | $58,493-44.4% | $84,021-61.3% | $72,975-55.4% |
| Participation rate | 20.4% | 61.2%-40.8pp | 69.0%-48.6pp | 69.5%-49.1pp |
| Annual return | 18.66% | 28.93%-10.3pp | 71.32%-52.7pp | 81.01%-62.3pp |
| Employer contribution / active EE | $242 | $1,163-79.2% | $1,984-87.8% | $2,440-90.1% |
| Participant deferral / active EE | $870 | $2,394-63.7% | $3,239-73.1% | $3,608-75.9% |
| Admin fee / account holder | $1,093 | $4,569-76.1% | $6,102-82.1% | $5,124-78.7% |