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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 | $32,117 | $98,776-67.5% | $149,745-78.6% | $79,856-59.8% |
| Participation rate | 22.2% | 75.8%-53.6pp | 82.5%-60.3pp | 69.6%-47.4pp |
| Annual return | 15.17% | 27.38%-12.2pp | 276.72%-261.6pp | 31.71%-16.5pp |
| Employer contribution / active EE | $664 | $3,217-79.3% | $4,646-85.7% | $2,471-73.1% |
| Participant deferral / active EE | $1,043 | $5,681-81.6% | $6,843-84.8% | $3,741-72.1% |
| Admin fee / account holder | $6,763 | $6,053+11.7% | $9,312-27.4% | $5,306+27.5% |