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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 | $29,621 | $72,492-59.1% | $87,104-66.0% | $72,975-59.4% |
| Participation rate | 29.3% | 72.8%-43.5pp | 76.9%-47.6pp | 69.5%-40.2pp |
| Annual return | 25.10% | 24.46%+0.6pp | 28.19%-3.1pp | 81.01%-55.9pp |
| Employer contribution / active EE | $1,236 | $1,894-34.7% | $2,521-51.0% | $2,440-49.3% |
| Participant deferral / active EE | $590 | $3,270-82.0% | $4,048-85.4% | $3,608-83.6% |
| Admin fee / account holder | $3,174 | $5,055-37.2% | $7,491-57.6% | $5,124-38.1% |