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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 | $22,730 | $78,520-71.1% | $96,576-76.5% | $82,448-72.4% |
| Participation rate | 46.2% | 77.7%-31.6pp | 81.4%-35.3pp | 68.1%-21.9pp |
| Annual return | 18.62% | 41.30%-22.7pp | 38.47%-19.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $896 | $2,630-65.9% | $3,553-74.8% | $2,551-64.9% |
| Participant deferral / active EE | $2,281 | $6,754-66.2% | $7,956-71.3% | $4,139-44.9% |
| Admin fee / account holder | $2,498 | $13,455-81.4% | $11,381-78.0% | $7,234-65.5% |