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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 | $38,142 | $73,955-48.4% | $96,520-60.5% | $75,181-49.3% |
| Participation rate | 59.5% | 66.4%-7.0pp | 74.3%-14.9pp | 67.2%-7.7pp |
| Annual return | 16.74% | 26.72%-10.0pp | 35.72%-19.0pp | 160.69%-143.9pp |
| Employer contribution / active EE | $826 | $2,930-71.8% | $3,739-77.9% | $2,671-69.1% |
| Participant deferral / active EE | $997 | $3,659-72.8% | $4,879-79.6% | $4,126-75.8% |
| Admin fee / account holder | $709 | $5,217-86.4% | $6,733-89.5% | $5,650-87.4% |