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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 | $32,712 | $93,598-65.1% | $135,974-75.9% | $75,173-56.5% |
| Participation rate | 59.2% | 75.2%-16.0pp | 81.9%-22.7pp | 67.2%-8.0pp |
| Annual return | 32.88% | 30.89%+2.0pp | 68.30%-35.4pp | 160.72%-127.8pp |
| Employer contribution / active EE | $1,711 | $3,538-51.6% | $4,859-64.8% | $2,671-35.9% |
| Participant deferral / active EE | $2,412 | $6,405-62.3% | $7,760-68.9% | $4,126-41.5% |
| Admin fee / account holder | $8,365 | $6,978+19.9% | $10,767-22.3% | $5,651+48.0% |