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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 | $110,137-67.8% | $161,149-78.0% | $82,637-57.1% |
| Participation rate | 35.0% | 72.4%-37.4pp | 78.8%-43.8pp | 68.1%-33.1pp |
| Annual return | 27.09% | 20.69%+6.4pp | 21.16%+5.9pp | 53.51%-26.4pp |
| Employer contribution / active EE | $787 | $2,856-72.4% | $4,360-82.0% | $2,552-69.2% |
| Participant deferral / active EE | $1,654 | $4,575-63.8% | $6,153-73.1% | $4,126-59.9% |
| Admin fee / account holder | $1,813 | $9,467-80.9% | $15,194-88.1% | $7,339-75.3% |