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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 | $35,073 | $57,073-38.5% | $85,126-58.8% | $80,925-56.7% |
| Participation rate | 24.4% | 56.4%-32.0pp | 67.5%-43.1pp | 67.7%-43.3pp |
| Annual return | 12.53% | 21.69%-9.2pp | 66.63%-54.1pp | 35.65%-23.1pp |
| Employer contribution / active EE | $558 | $1,801-69.0% | $2,731-79.6% | $2,756-79.8% |
| Participant deferral / active EE | $593 | $3,113-81.0% | $4,523-86.9% | $4,299-86.2% |
| Admin fee / account holder | $609 | $4,988-87.8% | $6,160-90.1% | $6,940-91.2% |