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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 | $34,063 | $80,781-57.8% | $102,437-66.7% | $74,478-54.3% |
| Participation rate | 27.3% | 65.7%-38.4pp | 74.5%-47.2pp | 67.2%-39.9pp |
| Annual return | 20.10% | 27.58%-7.5pp | 24.95%-4.8pp | 1370.56%-1350.5pp |
| Employer contribution / active EE | $834 | $3,160-73.6% | $3,871-78.5% | $2,626-68.3% |
| Participant deferral / active EE | $1,161 | $3,862-69.9% | $5,060-77.0% | $4,350-73.3% |
| Admin fee / account holder | $4,205 | $2,372+77.3% | $8,388-49.9% | $1,946+116.1% |