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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 | $38,286 | $100,970-62.1% | $96,576-60.4% | $137,256-72.1% |
| Participation rate | 50.0% | 82.6%-32.6pp | 81.4%-31.4pp | 80.0%-30.0pp |
| Annual return | 19.19% | 38.16%-19.0pp | 38.47%-19.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $892 | $3,809-76.6% | $3,553-74.9% | $4,156-78.5% |
| Participant deferral / active EE | $1,492 | $8,286-82.0% | $7,956-81.3% | $6,407-76.7% |
| Admin fee / account holder | $401 | $11,312-96.5% | $11,381-96.5% | $12,270-96.7% |