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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 | $28,801 | $62,672-54.0% | $185,117-84.4% | $70,126-58.9% |
| Participation rate | 25.0% | 63.8%-38.8pp | 77.3%-52.3pp | 69.5%-44.5pp |
| Annual return | 23.37% | 40.79%-17.4pp | 40.50%-17.1pp | 73.15%-49.8pp |
| Employer contribution / active EE | $445 | $1,753-74.6% | $4,182-89.4% | $2,343-81.0% |
| Participant deferral / active EE | $441 | $3,272-86.5% | $5,045-91.3% | $3,332-86.8% |
| Admin fee / account holder | $333 | $3,932-91.5% | $8,159-95.9% | $4,645-92.8% |