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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 | $23,773 | $106,864-77.8% | $147,318-83.9% | $82,637-71.2% |
| Participation rate | 27.5% | 75.5%-48.0pp | 82.1%-54.6pp | 68.1%-40.6pp |
| Annual return | 18.13% | 27.49%-9.4pp | 70.43%-52.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $693 | $3,417-79.7% | $4,593-84.9% | $2,552-72.9% |
| Participant deferral / active EE | $1,045 | $6,496-83.9% | $7,906-86.8% | $4,126-74.7% |
| Admin fee / account holder | $1,066 | $8,415-87.3% | $13,708-92.2% | $7,339-85.5% |