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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 | $41,691 | $75,058-44.5% | $152,301-72.6% | $64,340-35.2% |
| Participation rate | 28.9% | 60.9%-32.0pp | 82.4%-53.5pp | 55.2%-26.3pp |
| Annual return | 17.89% | 29.93%-12.0pp | 80.50%-62.6pp | 24.14%-6.3pp |
| Employer contribution / active EE | $705 | $2,605-72.9% | $4,624-84.8% | $1,862-62.1% |
| Participant deferral / active EE | $1,135 | $5,041-77.5% | $8,004-85.8% | $2,980-61.9% |
| Admin fee / account holder | $9,217 | $4,050+127.6% | $14,398-36.0% | $3,703+148.9% |