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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 | $25,830 | $72,269-64.3% | $101,271-74.5% | $79,852-67.7% |
| Participation rate | 66.7% | 68.5%-1.8pp | 75.8%-9.1pp | 69.6%-3.0pp |
| Annual return | 29.62% | 22.29%+7.3pp | 46.48%-16.9pp | 31.72%-2.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $829 | $3,282-74.7% | $4,371-81.0% | $3,740-77.8% |
| Admin fee / account holder | $1,411 | $4,401-67.9% | $5,948-76.3% | $5,306-73.4% |