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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 | $35,478 | $86,938-59.2% | $102,423-65.4% | $80,925-56.2% |
| Participation rate | 22.4% | 72.4%-50.0pp | 76.5%-54.1pp | 67.7%-45.3pp |
| Annual return | 31.78% | 18.89%+12.9pp | 29.42%+2.4pp | 35.65%-3.9pp |
| Employer contribution / active EE | $845 | $2,369-64.3% | $3,023-72.0% | $2,756-69.3% |
| Participant deferral / active EE | $1,540 | $4,120-62.6% | $5,054-69.5% | $4,299-64.2% |
| Admin fee / account holder | $1,881 | $8,053-76.6% | $9,455-80.1% | $6,940-72.9% |