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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 | $24,497 | $65,034-62.3% | $90,970-73.1% | $79,856-69.3% |
| Participation rate | 54.8% | 61.6%-6.9pp | 69.0%-14.3pp | 69.6%-14.9pp |
| Annual return | 12.24% | 30.45%-18.2pp | 134.60%-122.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $713 | $1,247-42.8% | $2,122-66.4% | $2,471-71.1% |
| Participant deferral / active EE | $1,115 | $2,512-55.6% | $3,373-67.0% | $3,741-70.2% |
| Admin fee / account holder | $3,565 | $4,536-21.4% | $5,961-40.2% | $5,306-32.8% |