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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 | $30,346 | $80,731-62.4% | $103,378-70.6% | $74,400-59.2% |
| Participation rate | 28.1% | 65.7%-37.6pp | 74.5%-46.4pp | 67.2%-39.1pp |
| Annual return | 14.52% | 27.56%-13.0pp | 24.91%-10.4pp | 1367.51%-1353.0pp |
| Employer contribution / active EE | $1,062 | $3,159-66.4% | $3,870-72.6% | $2,624-59.5% |
| Participant deferral / active EE | $1,551 | $3,862-59.8% | $5,058-69.3% | $4,348-64.3% |
| Admin fee / account holder | $1,069 | $2,369-54.9% | $8,401-87.3% | $1,944-45.0% |