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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 | $28,128 | $65,367-57.0% | $92,915-69.7% | $72,976-61.5% |
| Participation rate | 23.3% | 68.3%-45.0pp | 76.0%-52.7pp | 69.5%-46.2pp |
| Annual return | 21.77% | 42.11%-20.3pp | 109.45%-87.7pp | 81.02%-59.2pp |
| Employer contribution / active EE | $647 | $2,594-75.1% | $3,653-82.3% | $2,440-73.5% |
| Participant deferral / active EE | $1,181 | $3,128-62.2% | $4,238-72.1% | $3,608-67.3% |
| Admin fee / account holder | $409 | $4,251-90.4% | $5,796-92.9% | $5,124-92.0% |