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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 | $38,899 | $106,749-63.6% | $145,433-73.3% | $82,448-52.8% |
| Participation rate | 63.3% | 75.6%-12.4pp | 82.1%-18.8pp | 68.1%-4.8pp |
| Annual return | 15.27% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $925 | $3,444-73.1% | $4,554-79.7% | $2,551-63.7% |
| Participant deferral / active EE | $2,239 | $6,519-65.6% | $7,897-71.6% | $4,139-45.9% |
| Admin fee / account holder | $1,186 | $8,390-85.9% | $13,129-91.0% | $7,234-83.6% |