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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 | $29,204 | $117,846-75.2% | $102,434-71.5% | $145,884-80.0% |
| Participation rate | 42.9% | 78.6%-35.8pp | 76.5%-33.7pp | 80.3%-37.4pp |
| Annual return | 12.33% | 31.90%-19.6pp | 29.46%-17.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $940 | $3,615-74.0% | $3,023-68.9% | $4,662-79.8% |
| Participant deferral / active EE | $1,196 | $5,733-79.1% | $5,055-76.3% | $6,690-82.1% |
| Admin fee / account holder | $1,171 | $13,356-91.2% | $9,462-87.6% | $13,392-91.3% |