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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 | $26,675 | $67,602-60.5% | $82,312-67.6% | $70,126-62.0% |
| Participation rate | 39.2% | 72.8%-33.6pp | 76.9%-37.7pp | 69.5%-30.4pp |
| Annual return | 19.66% | 21.57%-1.9pp | 25.88%-6.2pp | 73.15%-53.5pp |
| Employer contribution / active EE | $1,050 | $1,755-40.2% | $2,428-56.8% | $2,343-55.2% |
| Participant deferral / active EE | $1,180 | $2,987-60.5% | $3,706-68.2% | $3,332-64.6% |
| Admin fee / account holder | $368 | $4,512-91.8% | $5,608-93.4% | $4,645-92.1% |