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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 | $73,371 | $97,550-24.8% | $120,344-39.0% | $87,485-16.1% |
| Participation rate | 35.9% | 72.8%-36.9pp | 76.7%-40.8pp | 68.9%-33.0pp |
| Annual return | 17.21% | 18.41%-1.2pp | 20.30%-3.1pp | 26.06%-8.8pp |
| Employer contribution / active EE | $887 | $2,291-61.3% | $3,020-70.6% | $2,596-65.8% |
| Participant deferral / active EE | $1,487 | $4,230-64.8% | $5,135-71.0% | $4,274-65.2% |
| Admin fee / account holder | $3,944 | $9,543-58.7% | $12,742-69.0% | $7,775-49.3% |