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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 | $35,472 | $108,825-67.4% | $156,181-77.3% | $82,448-57.0% |
| Participation rate | 35.0% | 72.4%-37.4pp | 78.8%-43.8pp | 68.1%-33.1pp |
| Annual return | 27.09% | 20.59%+6.5pp | 64.87%-37.8pp | 41.64%-14.6pp |
| Employer contribution / active EE | $787 | $2,870-72.6% | $4,294-81.7% | $2,551-69.1% |
| Participant deferral / active EE | $1,654 | $4,577-63.9% | $6,132-73.0% | $4,139-60.0% |
| Admin fee / account holder | $1,813 | $9,341-80.6% | $14,586-87.6% | $7,234-74.9% |