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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 | $28,820 | $93,598-69.2% | $135,974-78.8% | $75,173-61.7% |
| Participation rate | 13.4% | 75.2%-61.8pp | 81.9%-68.5pp | 67.2%-53.8pp |
| Annual return | 21.35% | 30.89%-9.5pp | 68.30%-47.0pp | 160.72%-139.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,411 | $6,405-62.4% | $7,760-68.9% | $4,126-41.6% |
| Admin fee / account holder | $3,833 | $6,978-45.1% | $10,767-64.4% | $5,651-32.2% |