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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 | $31,329 | $91,474-65.8% | $135,982-77.0% | $71,529-56.2% |
| Participation rate | 38.0% | 75.7%-37.6pp | 81.9%-43.9pp | 67.9%-29.9pp |
| Annual return | 23.68% | 29.89%-6.2pp | 68.32%-44.6pp | 28.97%-5.3pp |
| Employer contribution / active EE | $1,353 | $3,705-63.5% | $4,859-72.1% | $2,590-47.7% |
| Participant deferral / active EE | $2,486 | $7,095-65.0% | $7,760-68.0% | $4,291-42.1% |
| Admin fee / account holder | $1,536 | $1,267+21.2% | $10,767-85.7% | $1,588-3.3% |