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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 | $21,350 | $107,733-80.2% | $92,985-77.0% | $154,746-86.2% |
| Participation rate | 40.9% | 74.6%-33.7pp | 69.5%-28.6pp | 80.7%-39.8pp |
| Annual return | 14.21% | 30.39%-16.2pp | 27.99%-13.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $876 | $3,126-72.0% | $2,662-67.1% | $4,379-80.0% |
| Participant deferral / active EE | $1,270 | $5,053-74.9% | $4,377-71.0% | $6,730-81.1% |
| Admin fee / account holder | $3,631 | $11,369-68.1% | $9,463-61.6% | $14,365-74.7% |