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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 | $30,286 | $88,672-65.8% | $105,223-71.2% | $82,448-63.3% |
| Participation rate | 52.2% | 67.9%-15.8pp | 75.0%-22.9pp | 68.1%-15.9pp |
| Annual return | 20.37% | 30.86%-10.5pp | 180.65%-160.3pp | 41.64%-21.3pp |
| Employer contribution / active EE | $1,132 | $3,048-62.9% | $3,689-69.3% | $2,551-55.6% |
| Participant deferral / active EE | $1,563 | $4,036-61.3% | $5,072-69.2% | $4,139-62.2% |
| Admin fee / account holder | $842 | $7,146-88.2% | $8,859-90.5% | $7,234-88.4% |