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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 | $38,525 | $117,829-67.3% | $102,423-62.4% | $145,877-73.6% |
| Participation rate | 37.5% | 78.6%-41.1pp | 76.5%-39.0pp | 80.3%-42.8pp |
| Annual return | 12.99% | 31.83%-18.8pp | 29.42%-16.4pp | 551.28%-538.3pp |
| Employer contribution / active EE | $872 | $3,615-75.9% | $3,023-71.2% | $4,663-81.3% |
| Participant deferral / active EE | $1,078 | $5,732-81.2% | $5,054-78.7% | $6,691-83.9% |
| Admin fee / account holder | $1,243 | $13,335-90.7% | $9,455-86.8% | $13,402-90.7% |