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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 | $32,127 | $91,559-64.9% | $133,971-76.0% | $79,852-59.8% |
| Participation rate | 26.3% | 73.3%-47.0pp | 79.8%-53.5pp | 69.6%-43.3pp |
| Annual return | 16.78% | 61.85%-45.1pp | 45.09%-28.3pp | 31.72%-14.9pp |
| Employer contribution / active EE | $698 | $2,384-70.7% | $3,919-82.2% | $2,471-71.8% |
| Participant deferral / active EE | $1,584 | $3,734-57.6% | $5,047-68.6% | $3,740-57.6% |
| Admin fee / account holder | $3,079 | $6,321-51.3% | $8,929-65.5% | $5,306-42.0% |