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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 | $33,138 | $93,617-64.6% | $135,982-75.6% | $75,177-55.9% |
| Participation rate | 34.4% | 75.2%-40.8pp | 81.9%-47.5pp | 67.2%-32.8pp |
| Annual return | 16.78% | 30.89%-14.1pp | 68.32%-51.5pp | 160.75%-144.0pp |
| Employer contribution / active EE | $1,171 | $3,538-66.9% | $4,859-75.9% | $2,671-56.2% |
| Participant deferral / active EE | $2,279 | $6,406-64.4% | $7,760-70.6% | $4,126-44.8% |
| Admin fee / account holder | $1,739 | $6,980-75.1% | $10,767-83.8% | $5,651-69.2% |