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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 | $34,225 | $48,053-28.8% | $84,628-59.6% | $72,975-53.1% |
| Participation rate | 21.3% | 57.6%-36.3pp | 68.2%-46.9pp | 69.5%-48.2pp |
| Annual return | 42.03% | 37.39%+4.6pp | 258.80%-216.8pp | 81.01%-39.0pp |
| Employer contribution / active EE | $582 | $1,602-63.7% | $2,653-78.1% | $2,440-76.1% |
| Participant deferral / active EE | $665 | $2,681-75.2% | $3,900-82.9% | $3,608-81.6% |
| Admin fee / account holder | $419 | $3,395-87.7% | $4,914-91.5% | $5,124-91.8% |