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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 | $24,006 | $77,574-69.1% | $108,753-77.9% | $86,983-72.4% |
| Participation rate | 59.4% | 62.3%-2.9pp | 71.1%-11.7pp | 69.5%-10.2pp |
| Annual return | 52.86% | 18.42%+34.4pp | 37.47%+15.4pp | 25.83%+27.0pp |
| Employer contribution / active EE | $477 | $1,611-70.4% | $2,427-80.4% | $2,584-81.6% |
| Participant deferral / active EE | $1,082 | $3,128-65.4% | $4,115-73.7% | $4,194-74.2% |
| Admin fee / account holder | $3,227 | $6,529-50.6% | $10,320-68.7% | $7,856-58.9% |