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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 | $29,913 | $75,541-60.4% | $152,093-80.3% | $82,637-63.8% |
| Participation rate | 29.5% | 66.5%-37.0pp | 77.8%-48.3pp | 68.1%-38.5pp |
| Annual return | 16.49% | 32.56%-16.1pp | 66.36%-49.9pp | 53.51%-37.0pp |
| Employer contribution / active EE | $440 | $2,622-83.2% | $4,175-89.5% | $2,552-82.8% |
| Participant deferral / active EE | $745 | $3,206-76.7% | $5,451-86.3% | $4,126-81.9% |
| Admin fee / account holder | $418 | $6,405-93.5% | $14,497-97.1% | $7,339-94.3% |