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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 | $40,620 | $80,705-49.7% | $115,768-64.9% | $67,986-40.3% |
| Participation rate | 20.8% | 63.0%-42.2pp | 74.4%-53.6pp | 57.2%-36.4pp |
| Annual return | 13.02% | 18.49%-5.5pp | 100.46%-87.4pp | 31.67%-18.6pp |
| Employer contribution / active EE | $700 | $2,046-65.8% | $2,940-76.2% | $2,019-65.3% |
| Participant deferral / active EE | $1,131 | $3,559-68.2% | $4,917-77.0% | $3,358-66.3% |
| Admin fee / account holder | $2,754 | $4,135-33.4% | $12,439-77.9% | $3,203-14.0% |