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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 | $28,569 | $77,472-63.1% | $100,392-71.5% | $80,935-64.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 81.5%-31.5pp | 67.7%-17.7pp |
| Annual return | 14.92% | 37.26%-22.3pp | 49.45%-34.5pp | 35.66%-20.7pp |
| Employer contribution / active EE | $1,298 | $2,800-53.6% | $3,941-67.1% | $2,757-52.9% |
| Participant deferral / active EE | $2,643 | $6,818-61.2% | $8,090-67.3% | $4,299-38.5% |
| Admin fee / account holder | $346 | $5,885-94.1% | $7,904-95.6% | $6,924-95.0% |