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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 | $22,905 | $93,598-75.5% | $135,974-83.2% | $75,173-69.5% |
| Participation rate | 57.6% | 75.2%-17.6pp | 81.9%-24.3pp | 67.2%-9.6pp |
| Annual return | 22.59% | 30.89%-8.3pp | 68.30%-45.7pp | 160.72%-138.1pp |
| Employer contribution / active EE | $2,869 | $3,538-18.9% | $4,859-40.9% | $2,671+7.4% |
| Participant deferral / active EE | $2,319 | $6,405-63.8% | $7,760-70.1% | $4,126-43.8% |
| Admin fee / account holder | $4,202 | $6,978-39.8% | $10,767-61.0% | $5,651-25.6% |