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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 | $20,573 | $54,757-62.4% | $90,304-77.2% | $72,975-71.8% |
| Participation rate | 60.4% | 65.2%-4.7pp | 73.3%-12.8pp | 69.5%-9.0pp |
| Annual return | 18.07% | 30.63%-12.6pp | 78.13%-60.1pp | 81.01%-62.9pp |
| Employer contribution / active EE | $295 | $2,093-85.9% | $2,855-89.7% | $2,440-87.9% |
| Participant deferral / active EE | $679 | $2,887-76.5% | $3,885-82.5% | $3,608-81.2% |
| Admin fee / account holder | $561 | $3,973-85.9% | $5,354-89.5% | $5,124-89.0% |