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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 | $37,485 | $80,781-53.6% | $102,437-63.4% | $74,478-49.7% |
| Participation rate | 30.1% | 65.7%-35.5pp | 74.5%-44.4pp | 67.2%-37.1pp |
| Annual return | 18.58% | 27.58%-9.0pp | 24.95%-6.4pp | 1370.56%-1352.0pp |
| Employer contribution / active EE | $814 | $3,160-74.2% | $3,871-79.0% | $2,626-69.0% |
| Participant deferral / active EE | $1,390 | $3,862-64.0% | $5,060-72.5% | $4,350-68.0% |
| Admin fee / account holder | $1,508 | $2,372-36.4% | $8,388-82.0% | $1,946-22.5% |