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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 | $23,280 | $75,183-69.0% | $123,894-81.2% | $55,167-57.8% |
| Participation rate | 37.2% | 72.8%-35.6pp | 81.4%-44.2pp | 69.0%-31.8pp |
| Annual return | 55.85% | 19.01%+36.8pp | 47.52%+8.3pp | 169.23%-113.4pp |
| Employer contribution / active EE | $935 | $2,823-66.9% | $4,617-79.7% | $1,963-52.3% |
| Participant deferral / active EE | $1,795 | $5,084-64.7% | $5,984-70.0% | $3,054-41.2% |
| Admin fee / account holder | $2,748 | $663+314.7% | $8,357-67.1% | $504+445.3% |