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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 | $40,608 | $93,598-56.6% | $135,974-70.1% | $75,173-46.0% |
| Participation rate | 68.9% | 75.2%-6.3pp | 81.9%-13.0pp | 67.2%+1.7pp |
| Annual return | 24.12% | 30.89%-6.8pp | 68.30%-44.2pp | 160.72%-136.6pp |
| Employer contribution / active EE | $972 | $3,538-72.5% | $4,859-80.0% | $2,671-63.6% |
| Participant deferral / active EE | $1,874 | $6,405-70.7% | $7,760-75.9% | $4,126-54.6% |
| Admin fee / account holder | $2,276 | $6,978-67.4% | $10,767-78.9% | $5,651-59.7% |