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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 | $34,682 | $86,938-60.1% | $102,423-66.1% | $80,925-57.1% |
| Participation rate | 60.6% | 72.4%-11.8pp | 76.5%-15.9pp | 67.7%-7.1pp |
| Annual return | 46.05% | 18.89%+27.2pp | 29.42%+16.6pp | 35.65%+10.4pp |
| Employer contribution / active EE | $1,249 | $2,369-47.3% | $3,023-58.7% | $2,756-54.7% |
| Participant deferral / active EE | $1,587 | $4,120-61.5% | $5,054-68.6% | $4,299-63.1% |
| Admin fee / account holder | $3,932 | $8,053-51.2% | $9,455-58.4% | $6,940-43.4% |