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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 | $24,122 | $65,367-63.1% | $92,915-74.0% | $72,976-66.9% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 18.23% | 42.11%-23.9pp | 109.45%-91.2pp | 81.02%-62.8pp |
| Employer contribution / active EE | $682 | $2,594-73.7% | $3,653-81.3% | $2,440-72.0% |
| Participant deferral / active EE | $1,053 | $3,128-66.3% | $4,238-75.2% | $3,608-70.8% |
| Admin fee / account holder | $1,431 | $4,251-66.4% | $5,796-75.3% | $5,124-72.1% |