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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 | $30,707 | $63,365-51.5% | $91,994-66.6% | $72,975-57.9% |
| Participation rate | 51.8% | 72.5%-20.7pp | 78.6%-26.8pp | 69.5%-17.7pp |
| Annual return | 23.98% | 35.35%-11.4pp | 69.04%-45.1pp | 81.01%-57.0pp |
| Employer contribution / active EE | $1,005 | $2,116-52.5% | $3,453-70.9% | $2,440-58.8% |
| Participant deferral / active EE | $1,357 | $4,883-72.2% | $5,924-77.1% | $3,608-62.4% |
| Admin fee / account holder | $7,069 | $4,670+51.4% | $7,744-8.7% | $5,124+38.0% |