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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 | $23,660 | $74,538-68.3% | $92,805-74.5% | $65,306-63.8% |
| Participation rate | 40.9% | 76.3%-35.4pp | 83.5%-42.6pp | 57.7%-16.8pp |
| Annual return | 15.62% | 49.12%-33.5pp | 31.59%-16.0pp | 21.94%-6.3pp |
| Employer contribution / active EE | $676 | $2,362-71.4% | $3,424-80.3% | $1,967-65.6% |
| Participant deferral / active EE | $1,340 | $5,971-77.6% | $8,448-84.1% | $2,959-54.7% |
| Admin fee / account holder | $4,317 | $2,966+45.5% | $10,911-60.4% | $3,480+24.0% |