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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 | $39,355 | $99,875-60.6% | $146,866-73.2% | $86,983-54.8% |
| Participation rate | 38.9% | 75.8%-36.9pp | 82.5%-43.6pp | 69.5%-30.7pp |
| Annual return | 17.85% | 28.10%-10.2pp | 102.85%-85.0pp | 25.83%-8.0pp |
| Employer contribution / active EE | $817 | $3,224-74.7% | $4,425-81.5% | $2,584-68.4% |
| Participant deferral / active EE | $2,075 | $6,322-67.2% | $7,759-73.3% | $4,194-50.5% |
| Admin fee / account holder | $1,403 | $7,838-82.1% | $13,620-89.7% | $7,856-82.1% |