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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 | $29,314 | $72,273-59.4% | $101,275-71.1% | $79,856-63.3% |
| Participation rate | 64.9% | 68.5%-3.6pp | 75.8%-10.9pp | 69.6%-4.8pp |
| Annual return | 19.13% | 22.30%-3.2pp | 46.48%-27.3pp | 31.71%-12.6pp |
| Employer contribution / active EE | $11,367 | $2,691+322.4% | $3,660+210.6% | $2,471+360.0% |
| Participant deferral / active EE | $1,298 | $3,282-60.5% | $4,371-70.3% | $3,741-65.3% |
| Admin fee / account holder | $6,986 | $4,401+58.7% | $5,948+17.4% | $5,306+31.6% |