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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 | $31,393 | $102,609-69.4% | $98,090-68.0% | $138,895-77.4% |
| Participation rate | 30.8% | 82.8%-52.0pp | 81.5%-50.8pp | 79.9%-49.1pp |
| Annual return | 21.54% | 36.44%-14.9pp | 37.05%-15.5pp | 145.39%-123.9pp |
| Employer contribution / active EE | $840 | $3,867-78.3% | $3,606-76.7% | $4,194-80.0% |
| Participant deferral / active EE | $2,139 | $8,167-73.8% | $7,845-72.7% | $6,396-66.6% |
| Admin fee / account holder | $1,495 | $11,434-86.9% | $11,815-87.3% | $12,562-88.1% |