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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 | $27,253 | $106,749-74.5% | $145,433-81.3% | $82,448-66.9% |
| Participation rate | 65.0% | 75.6%-10.6pp | 82.1%-17.1pp | 68.1%-3.1pp |
| Annual return | 14.48% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $894 | $3,444-74.1% | $4,554-80.4% | $2,551-65.0% |
| Participant deferral / active EE | $2,387 | $6,519-63.4% | $7,897-69.8% | $4,139-42.3% |
| Admin fee / account holder | $1,606 | $8,390-80.9% | $13,129-87.8% | $7,234-77.8% |