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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 | $33,619 | $73,978-54.6% | $96,515-65.2% | $75,173-55.3% |
| Participation rate | 69.4% | 66.4%+2.9pp | 74.3%-5.0pp | 67.2%+2.2pp |
| Annual return | 15.67% | 26.72%-11.0pp | 35.73%-20.1pp | 160.72%-145.0pp |
| Employer contribution / active EE | $2,886 | $2,931-1.5% | $3,740-22.8% | $2,671+8.0% |
| Participant deferral / active EE | $832 | $3,660-77.3% | $4,880-82.9% | $4,126-79.8% |
| Admin fee / account holder | $1,882 | $5,219-63.9% | $6,735-72.1% | $5,651-66.7% |