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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 | $46,502 | $83,485-44.3% | $125,195-62.9% | $72,976-36.3% |
| Participation rate | 48.0% | 73.3%-25.3pp | 79.8%-31.8pp | 69.5%-21.5pp |
| Annual return | 21.62% | 25.77%-4.1pp | 43.79%-22.2pp | 81.02%-59.4pp |
| Employer contribution / active EE | $622 | $2,346-73.5% | $3,866-83.9% | $2,440-74.5% |
| Participant deferral / active EE | $1,417 | $3,586-60.5% | $4,937-71.3% | $3,608-60.7% |
| Admin fee / account holder | $1,346 | $5,518-75.6% | $9,704-86.1% | $5,124-73.7% |