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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 | $32,756 | $107,421-69.5% | $182,262-82.0% | $94,015-65.2% |
| Participation rate | 36.8% | 77.8%-40.9pp | 84.2%-47.4pp | 70.8%-34.0pp |
| Annual return | 17.46% | 21.32%-3.9pp | 140.60%-123.1pp | 17.84%-0.4pp |
| Employer contribution / active EE | $1,061 | $3,448-69.2% | $5,046-79.0% | $2,790-62.0% |
| Participant deferral / active EE | $2,064 | $6,558-68.5% | $8,276-75.1% | $4,249-51.4% |
| Admin fee / account holder | $578 | $8,692-93.3% | $16,712-96.5% | $8,951-93.5% |