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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 | $38,657 | $91,559-57.8% | $133,978-71.1% | $79,856-51.6% |
| Participation rate | 56.4% | 73.3%-16.9pp | 79.8%-23.4pp | 69.6%-13.2pp |
| Annual return | 13.64% | 61.85%-48.2pp | 45.10%-31.5pp | 31.71%-18.1pp |
| Employer contribution / active EE | $571 | $2,384-76.1% | $3,919-85.4% | $2,471-76.9% |
| Participant deferral / active EE | $765 | $3,734-79.5% | $5,047-84.8% | $3,741-79.5% |
| Admin fee / account holder | $3,237 | $6,321-48.8% | $8,930-63.8% | $5,306-39.0% |