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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 | $29,069 | $72,272-59.8% | $101,264-71.3% | $79,858-63.6% |
| Participation rate | 30.3% | 68.5%-38.2pp | 75.8%-45.5pp | 69.6%-39.3pp |
| Annual return | 26.61% | 22.30%+4.3pp | 46.48%-19.9pp | 31.72%-5.1pp |
| Employer contribution / active EE | $816 | $2,692-69.7% | $3,660-77.7% | $2,471-67.0% |
| Participant deferral / active EE | $1,075 | $3,282-67.2% | $4,370-75.4% | $3,740-71.2% |
| Admin fee / account holder | $1,041 | $4,401-76.4% | $5,947-82.5% | $5,306-80.4% |