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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 | $30,137 | $91,179-66.9% | $178,499-83.1% | $79,852-62.3% |
| Participation rate | 62.3% | 69.2%-6.9pp | 81.9%-19.7pp | 69.6%-7.4pp |
| Annual return | 10.50% | 24.19%-13.7pp | 151.10%-140.6pp | 31.72%-21.2pp |
| Employer contribution / active EE | $674 | $3,256-79.3% | $5,011-86.5% | $2,471-72.7% |
| Participant deferral / active EE | $726 | $3,236-77.6% | $5,202-86.1% | $3,740-80.6% |
| Admin fee / account holder | $1,197 | $6,749-82.3% | $13,986-91.4% | $5,306-77.5% |