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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 | $42,853 | $93,598-54.2% | $135,974-68.5% | $75,173-43.0% |
| Participation rate | 24.5% | 75.2%-50.7pp | 81.9%-57.4pp | 67.2%-42.7pp |
| Annual return | 18.56% | 30.89%-12.3pp | 68.30%-49.7pp | 160.72%-142.2pp |
| Employer contribution / active EE | $958 | $3,538-72.9% | $4,859-80.3% | $2,671-64.1% |
| Participant deferral / active EE | $2,202 | $6,405-65.6% | $7,760-71.6% | $4,126-46.6% |
| Admin fee / account holder | $11,469 | $6,978+64.4% | $10,767+6.5% | $5,651+103.0% |