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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 | $25,478 | $63,114-59.6% | $92,915-72.6% | $65,186-60.9% |
| Participation rate | 40.7% | 68.8%-28.0pp | 76.0%-35.3pp | 70.2%-29.5pp |
| Annual return | 22.44% | 28.75%-6.3pp | 109.45%-87.0pp | 29.39%-6.9pp |
| Employer contribution / active EE | $878 | $2,571-65.8% | $3,653-76.0% | $2,177-59.6% |
| Participant deferral / active EE | $1,271 | $3,108-59.1% | $4,238-70.0% | $3,514-63.8% |
| Admin fee / account holder | $648 | $624+3.9% | $5,796-88.8% | $847-23.6% |