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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 | $79,275 | $86,938-8.8% | $102,423-22.6% | $80,925-2.0% |
| Participation rate | 50.5% | 72.4%-21.9pp | 76.5%-26.0pp | 67.7%-17.1pp |
| Annual return | 14.84% | 18.89%-4.0pp | 29.42%-14.6pp | 35.65%-20.8pp |
| Employer contribution / active EE | $908 | $2,369-61.7% | $3,023-70.0% | $2,756-67.0% |
| Participant deferral / active EE | $1,373 | $4,120-66.7% | $5,054-72.8% | $4,299-68.1% |
| Admin fee / account holder | $7,342 | $8,053-8.8% | $9,455-22.3% | $6,940+5.8% |