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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 | $23,488 | $84,236-72.1% | $170,435-86.2% | $70,126-66.5% |
| Participation rate | 65.5% | 70.8%-5.3pp | 83.6%-18.1pp | 69.5%-4.0pp |
| Annual return | 37.90% | 23.06%+14.8pp | 205.94%-168.0pp | 73.15%-35.3pp |
| Employer contribution / active EE | $810 | $3,387-76.1% | $5,432-85.1% | $2,343-65.4% |
| Participant deferral / active EE | $831 | $3,086-73.1% | $4,939-83.2% | $3,332-75.1% |
| Admin fee / account holder | $1,121 | $5,698-80.3% | $13,881-91.9% | $4,645-75.9% |