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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 | $80,731-57.8% | $103,378-67.0% | $74,400-54.2% |
| Participation rate | 27.3% | 65.7%-38.4pp | 74.5%-47.2pp | 67.2%-39.9pp |
| Annual return | 20.10% | 27.56%-7.5pp | 24.91%-4.8pp | 1367.51%-1347.4pp |
| Employer contribution / active EE | $834 | $3,159-73.6% | $3,870-78.5% | $2,624-68.2% |
| Participant deferral / active EE | $1,161 | $3,862-69.9% | $5,058-77.0% | $4,348-73.3% |
| Admin fee / account holder | $4,205 | $2,369+77.5% | $8,401-49.9% | $1,944+116.4% |