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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 | $34,211 | $71,230-52.0% | $93,727-63.5% | $80,959-57.7% |
| Participation rate | 45.3% | 60.4%-15.1pp | 68.7%-23.4pp | 67.7%-22.4pp |
| Annual return | 29.74% | 11.26%+18.5pp | 133.83%-104.1pp | 35.67%-5.9pp |
| Employer contribution / active EE | $757 | $1,565-51.7% | $2,421-68.8% | $2,757-72.6% |
| Participant deferral / active EE | $1,165 | $4,037-71.1% | $4,417-73.6% | $4,300-72.9% |
| Admin fee / account holder | $4,174 | $6,961-40.0% | $8,292-49.7% | $6,925-39.7% |