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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 | $25,926 | $67,602-61.6% | $82,312-68.5% | $70,126-63.0% |
| Participation rate | 52.9% | 72.8%-19.8pp | 76.9%-24.0pp | 69.5%-16.6pp |
| Annual return | 36.96% | 21.57%+15.4pp | 25.88%+11.1pp | 73.15%-36.2pp |
| Employer contribution / active EE | $499 | $1,755-71.6% | $2,428-79.5% | $2,343-78.7% |
| Participant deferral / active EE | $608 | $2,987-79.7% | $3,706-83.6% | $3,332-81.8% |
| Admin fee / account holder | $7,158 | $4,512+58.7% | $5,608+27.6% | $4,645+54.1% |