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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 | $22,709 | $117,859-80.7% | $102,438-77.8% | $145,959-84.4% |
| Participation rate | 45.0% | 78.6%-33.6pp | 76.5%-31.5pp | 80.3%-35.3pp |
| Annual return | 24.59% | 31.72%-7.1pp | 29.37%-4.8pp | 561.95%-537.4pp |
| Employer contribution / active EE | $963 | $3,615-73.4% | $3,024-68.1% | $4,661-79.3% |
| Participant deferral / active EE | $1,494 | $5,732-73.9% | $5,054-70.4% | $6,689-77.7% |
| Admin fee / account holder | $2,257 | $13,318-83.1% | $9,448-76.1% | $13,398-83.2% |