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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 | $24,981 | $69,383-64.0% | $101,271-75.3% | $73,493-66.0% |
| Participation rate | 26.5% | 68.4%-41.9pp | 75.8%-49.3pp | 70.7%-44.2pp |
| Annual return | 23.36% | 18.46%+4.9pp | 46.48%-23.1pp | 28.51%-5.2pp |
| Employer contribution / active EE | $1,607 | $2,628-38.9% | $3,660-56.1% | $2,270-29.2% |
| Participant deferral / active EE | $1,226 | $3,301-62.9% | $4,371-71.9% | $3,740-67.2% |
| Admin fee / account holder | $353 | $704-49.9% | $5,948-94.1% | $513-31.2% |