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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 | $35,485 | $76,371-53.5% | $93,621-62.1% | $72,975-51.4% |
| Participation rate | 26.7% | 71.8%-45.1pp | 75.8%-49.2pp | 69.5%-42.8pp |
| Annual return | 18.78% | 25.82%-7.0pp | 32.76%-14.0pp | 81.01%-62.2pp |
| Employer contribution / active EE | $529 | $2,276-76.8% | $2,719-80.6% | $2,440-78.3% |
| Participant deferral / active EE | $1,303 | $3,538-63.2% | $4,070-68.0% | $3,608-63.9% |
| Admin fee / account holder | $3,456 | $6,839-49.5% | $7,890-56.2% | $5,124-32.5% |