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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 | $23,175 | $81,476-71.6% | $102,383-77.4% | $80,925-71.4% |
| Participation rate | 34.1% | 66.8%-32.8pp | 74.5%-40.4pp | 67.7%-33.6pp |
| Annual return | 14.65% | 25.59%-10.9pp | 24.94%-10.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $947 | $3,105-69.5% | $3,870-75.5% | $2,756-65.7% |
| Participant deferral / active EE | $1,224 | $3,871-68.4% | $5,060-75.8% | $4,299-71.5% |
| Admin fee / account holder | $361 | $6,717-94.6% | $8,391-95.7% | $6,940-94.8% |