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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 | $37,311 | $58,493-36.2% | $84,023-55.6% | $72,976-48.9% |
| Participation rate | 30.0% | 61.2%-31.2pp | 69.0%-39.0pp | 69.5%-39.5pp |
| Annual return | 20.37% | 28.93%-8.6pp | 71.32%-51.0pp | 81.02%-60.6pp |
| Employer contribution / active EE | $506 | $1,163-56.5% | $1,984-74.5% | $2,440-79.2% |
| Participant deferral / active EE | $925 | $2,394-61.3% | $3,239-71.4% | $3,608-74.4% |
| Admin fee / account holder | $874 | $4,569-80.9% | $6,102-85.7% | $5,124-82.9% |