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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 | $29,252 | $57,352-49.0% | $83,830-65.1% | $64,173-54.4% |
| Participation rate | 22.6% | 68.6%-46.0pp | 76.1%-53.5pp | 69.6%-47.0pp |
| Annual return | 14.37% | 11.38%+3.0pp | 850.97%-836.6pp | 7.63%+6.7pp |
| Employer contribution / active EE | $573 | $2,546-77.5% | $3,631-84.2% | $2,381-75.9% |
| Participant deferral / active EE | $898 | $2,993-70.0% | $4,082-78.0% | $3,470-74.1% |
| Admin fee / account holder | $893 | $4,046-77.9% | $5,479-83.7% | $4,887-81.7% |