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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 | $35,178 | $71,197-50.6% | $93,669-62.4% | $80,925-56.5% |
| Participation rate | 22.0% | 60.4%-38.4pp | 68.7%-46.8pp | 67.7%-45.7pp |
| Annual return | 10.48% | 11.27%-0.8pp | 133.59%-123.1pp | 35.65%-25.2pp |
| Employer contribution / active EE | $375 | $1,565-76.1% | $2,424-84.5% | $2,756-86.4% |
| Participant deferral / active EE | $921 | $4,036-77.2% | $4,416-79.1% | $4,299-78.6% |
| Admin fee / account holder | $11,241 | $6,959+61.5% | $8,291+35.6% | $6,940+62.0% |