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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 | $40,268 | $98,982-59.3% | $162,185-75.2% | $65,186-38.2% |
| Participation rate | 50.9% | 85.8%-34.8pp | 87.6%-36.6pp | 70.2%-19.3pp |
| Annual return | 30.73% | 24.84%+5.9pp | 115.61%-84.9pp | 29.39%+1.3pp |
| Employer contribution / active EE | $1,452 | $3,467-58.1% | $5,613-74.1% | $2,177-33.3% |
| Participant deferral / active EE | $2,551 | $5,384-52.6% | $7,297-65.0% | $3,514-27.4% |
| Admin fee / account holder | $628 | $596+5.3% | $10,844-94.2% | $847-25.9% |