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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 | $39,097 | $107,421-63.6% | $182,262-78.5% | $94,015-58.4% |
| Participation rate | 31.6% | 77.8%-46.1pp | 84.2%-52.6pp | 70.8%-39.2pp |
| Annual return | 19.67% | 21.32%-1.7pp | 140.60%-120.9pp | 17.84%+1.8pp |
| Employer contribution / active EE | $969 | $3,448-71.9% | $5,046-80.8% | $2,790-65.3% |
| Participant deferral / active EE | $1,805 | $6,558-72.5% | $8,276-78.2% | $4,249-57.5% |
| Admin fee / account holder | $886 | $8,692-89.8% | $16,712-94.7% | $8,951-90.1% |