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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 | $33,700 | $98,766-65.9% | $149,730-77.5% | $79,852-57.8% |
| Participation rate | 36.8% | 75.8%-39.0pp | 82.5%-45.7pp | 69.6%-32.9pp |
| Annual return | 21.40% | 27.43%-6.0pp | 276.70%-255.3pp | 31.72%-10.3pp |
| Employer contribution / active EE | $615 | $3,217-80.9% | $4,645-86.8% | $2,471-75.1% |
| Participant deferral / active EE | $2,014 | $5,681-64.5% | $6,843-70.6% | $3,740-46.2% |
| Admin fee / account holder | $576 | $6,052-90.5% | $9,310-93.8% | $5,306-89.1% |