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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 | $35,260 | $74,535-52.7% | $100,712-65.0% | $82,637-57.3% |
| Participation rate | 44.0% | 61.2%-17.2pp | 69.3%-25.3pp | 68.1%-24.1pp |
| Annual return | 18.63% | 18.92%-0.3pp | 33.27%-14.6pp | 53.51%-34.9pp |
| Employer contribution / active EE | $880 | $1,503-41.5% | $2,313-62.0% | $2,552-65.5% |
| Participant deferral / active EE | $1,119 | $3,074-63.6% | $4,085-72.6% | $4,126-72.9% |
| Admin fee / account holder | $2,219 | $6,576-66.3% | $9,256-76.0% | $7,339-69.8% |