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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 | $35,374 | $93,598-62.2% | $135,974-74.0% | $75,173-52.9% |
| Participation rate | 23.3% | 75.2%-51.9pp | 81.9%-58.6pp | 67.2%-43.9pp |
| Annual return | 15.31% | 30.89%-15.6pp | 68.30%-53.0pp | 160.72%-145.4pp |
| Employer contribution / active EE | $932 | $3,538-73.6% | $4,859-80.8% | $2,671-65.1% |
| Participant deferral / active EE | $1,411 | $6,405-78.0% | $7,760-81.8% | $4,126-65.8% |
| Admin fee / account holder | $1,061 | $6,978-84.8% | $10,767-90.1% | $5,651-81.2% |