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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 | $31,884 | $67,894-53.0% | $89,340-64.3% | $82,448-61.3% |
| Participation rate | 50.0% | 64.0%-14.0pp | 69.6%-19.6pp | 68.1%-18.1pp |
| Annual return | 18.85% | 19.21%-0.4pp | 20.57%-1.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $371 | $1,828-79.7% | $2,231-83.4% | $2,551-85.4% |
| Participant deferral / active EE | $920 | $3,072-70.1% | $3,823-75.9% | $4,139-77.8% |
| Admin fee / account holder | $3,912 | $5,723-31.6% | $6,704-41.6% | $7,234-45.9% |