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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 | $47,187 | $95,404-50.5% | $113,397-58.4% | $82,637-42.9% |
| Participation rate | 37.5% | 72.8%-35.3pp | 76.5%-39.0pp | 68.1%-30.6pp |
| Annual return | 14.68% | 19.08%-4.4pp | 23.20%-8.5pp | 53.51%-38.8pp |
| Employer contribution / active EE | $947 | $2,307-58.9% | $2,977-68.2% | $2,552-62.9% |
| Participant deferral / active EE | $1,615 | $4,220-61.7% | $5,076-68.2% | $4,126-60.9% |
| Admin fee / account holder | $2,097 | $9,168-77.1% | $11,957-82.5% | $7,339-71.4% |