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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 | $24,123 | $85,060-71.6% | $70,548-65.8% | $139,456-82.7% |
| Participation rate | 66.7% | 73.9%-7.2pp | 68.3%-1.7pp | 80.3%-13.7pp |
| Annual return | 20.59% | 30.38%-9.8pp | 32.78%-12.2pp | 373.45%-352.9pp |
| Employer contribution / active EE | $1,993 | $3,911-49.1% | $2,975-33.0% | $4,753-58.1% |
| Participant deferral / active EE | $559 | $5,890-90.5% | $4,567-87.8% | $6,711-91.7% |
| Admin fee / account holder | $1,621 | $8,925-81.8% | $6,424-74.8% | $11,407-85.8% |