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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 | $34,016 | $106,749-68.1% | $145,433-76.6% | $82,448-58.7% |
| Participation rate | 42.9% | 75.6%-32.8pp | 82.1%-39.3pp | 68.1%-25.2pp |
| Annual return | 17.18% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $681 | $3,444-80.2% | $4,554-85.0% | $2,551-73.3% |
| Participant deferral / active EE | $1,806 | $6,519-72.3% | $7,897-77.1% | $4,139-56.4% |
| Admin fee / account holder | $1,270 | $8,390-84.9% | $13,129-90.3% | $7,234-82.4% |