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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 | $27,767 | $103,393-73.1% | $87,103-68.1% | $152,909-81.8% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.9%-26.9pp | 82.5%-32.5pp |
| Annual return | 21.79% | 28.10%-6.3pp | 28.19%-6.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,152 | $3,221-64.2% | $2,521-54.3% | $4,764-75.8% |
| Participant deferral / active EE | $1,347 | $4,778-71.8% | $4,049-66.7% | $5,851-77.0% |
| Admin fee / account holder | $4,692 | $12,195-61.5% | $7,491-37.4% | $11,601-59.6% |