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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 | $30,094 | $107,421-72.0% | $182,262-83.5% | $94,015-68.0% |
| Participation rate | 38.5% | 77.8%-39.3pp | 84.2%-45.8pp | 70.8%-32.4pp |
| Annual return | 15.33% | 21.32%-6.0pp | 140.60%-125.3pp | 17.84%-2.5pp |
| Employer contribution / active EE | $1,396 | $3,448-59.5% | $5,046-72.3% | $2,790-50.0% |
| Participant deferral / active EE | $2,388 | $6,558-63.6% | $8,276-71.2% | $4,249-43.8% |
| Admin fee / account holder | $991 | $8,692-88.6% | $16,712-94.1% | $8,951-88.9% |