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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 | $73,787-67.5% | $98,716-75.7% | $82,448-70.9% |
| Participation rate | 59.4% | 61.4%-2.0pp | 69.3%-9.9pp | 68.1%-8.7pp |
| Annual return | 52.86% | 18.57%+34.3pp | 31.81%+21.1pp | 41.64%+11.2pp |
| Employer contribution / active EE | $477 | $1,511-68.5% | $2,279-79.1% | $2,551-81.3% |
| Participant deferral / active EE | $1,082 | $3,081-64.9% | $4,048-73.3% | $4,139-73.9% |
| Admin fee / account holder | $3,227 | $6,500-50.4% | $8,703-62.9% | $7,234-55.4% |