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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 | $76,834-68.8% | $108,359-77.8% | $87,485-72.6% |
| Participation rate | 59.4% | 61.7%-2.4pp | 70.1%-10.7pp | 68.9%-9.6pp |
| Annual return | 52.86% | 19.09%+33.8pp | 36.89%+16.0pp | 26.06%+26.8pp |
| Employer contribution / active EE | $477 | $1,556-69.4% | $2,399-80.1% | $2,596-81.6% |
| Participant deferral / active EE | $1,082 | $3,100-65.1% | $4,137-73.8% | $4,274-74.7% |
| Admin fee / account holder | $3,227 | $6,537-50.6% | $9,741-66.9% | $7,775-58.5% |