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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 | $27,129 | $72,486-62.6% | $87,103-68.9% | $72,976-62.8% |
| Participation rate | 38.0% | 72.8%-34.8pp | 76.9%-38.9pp | 69.5%-31.5pp |
| Annual return | 144.31% | 24.46%+119.8pp | 28.19%+116.1pp | 81.02%+63.3pp |
| Employer contribution / active EE | $631 | $1,894-66.7% | $2,521-75.0% | $2,440-74.2% |
| Participant deferral / active EE | $1,160 | $3,270-64.5% | $4,049-71.3% | $3,608-67.8% |
| Admin fee / account holder | $831 | $5,055-83.5% | $7,491-88.9% | $5,124-83.8% |