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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 | $34,216 | $115,225-70.3% | $100,712-66.0% | $138,895-75.4% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.3%-6.8pp | 79.9%-17.4pp |
| Annual return | 18.41% | 40.35%-21.9pp | 33.27%-14.9pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,099 | $2,771-60.3% | $2,313-52.5% | $4,194-73.8% |
| Participant deferral / active EE | $1,113 | $4,699-76.3% | $4,085-72.8% | $6,396-82.6% |
| Admin fee / account holder | $1,637 | $10,844-84.9% | $9,256-82.3% | $12,562-87.0% |