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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 | $36,170 | $97,550-62.9% | $120,344-69.9% | $87,485-58.7% |
| Participation rate | 38.6% | 72.8%-34.2pp | 76.7%-38.1pp | 68.9%-30.3pp |
| Annual return | 17.03% | 18.41%-1.4pp | 20.30%-3.3pp | 26.06%-9.0pp |
| Employer contribution / active EE | $912 | $2,291-60.2% | $3,020-69.8% | $2,596-64.9% |
| Participant deferral / active EE | $1,601 | $4,230-62.1% | $5,135-68.8% | $4,274-62.5% |
| Admin fee / account holder | $2,997 | $9,543-68.6% | $12,742-76.5% | $7,775-61.5% |