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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 | $28,154 | $72,272-61.0% | $101,264-72.2% | $79,858-64.7% |
| Participation rate | 61.9% | 68.5%-6.6pp | 75.8%-13.9pp | 69.6%-7.7pp |
| Annual return | 21.91% | 22.30%-0.4pp | 46.48%-24.6pp | 31.72%-9.8pp |
| Employer contribution / active EE | $991 | $2,692-63.2% | $3,660-72.9% | $2,471-59.9% |
| Participant deferral / active EE | $1,059 | $3,282-67.7% | $4,370-75.8% | $3,740-71.7% |
| Admin fee / account holder | $421 | $4,401-90.4% | $5,947-92.9% | $5,306-92.1% |