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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 | $34,538 | $71,215-51.5% | $93,696-63.1% | $80,935-57.3% |
| Participation rate | 30.2% | 60.4%-30.2pp | 68.7%-38.5pp | 67.7%-37.4pp |
| Annual return | 13.85% | 11.27%+2.6pp | 133.74%-119.9pp | 35.66%-21.8pp |
| Employer contribution / active EE | $652 | $1,565-58.3% | $2,422-73.1% | $2,757-76.4% |
| Participant deferral / active EE | $999 | $4,037-75.2% | $4,417-77.4% | $4,299-76.8% |
| Admin fee / account holder | $302 | $6,958-95.7% | $8,287-96.4% | $6,924-95.6% |