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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 | $35,562 | $72,492-50.9% | $87,102-59.2% | $72,983-51.3% |
| Participation rate | 37.8% | 72.8%-35.1pp | 76.9%-39.1pp | 69.5%-31.7pp |
| Annual return | 26.66% | 24.46%+2.2pp | 28.19%-1.5pp | 81.01%-54.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,079 | $3,270-67.0% | $4,048-73.3% | $3,608-70.1% |
| Admin fee / account holder | $1,558 | $5,055-69.2% | $7,491-79.2% | $5,124-69.6% |