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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 | $24,362 | $65,041-62.5% | $90,965-73.2% | $79,858-69.5% |
| Participation rate | 67.9% | 61.6%+6.3pp | 69.0%-1.2pp | 69.6%-1.8pp |
| Annual return | 15.76% | 30.45%-14.7pp | 134.57%-118.8pp | 31.72%-16.0pp |
| Employer contribution / active EE | $825 | $1,247-33.9% | $2,122-61.1% | $2,471-66.6% |
| Participant deferral / active EE | $895 | $2,512-64.4% | $3,373-73.5% | $3,740-76.1% |
| Admin fee / account holder | $493 | $4,536-89.1% | $5,960-91.7% | $5,306-90.7% |