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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 | $49,168 | $81,358-39.6% | $155,556-68.4% | $80,959-39.3% |
| Participation rate | 59.3% | 66.3%-7.0pp | 78.2%-19.0pp | 67.7%-8.4pp |
| Annual return | 21.48% | 33.39%-11.9pp | 64.84%-43.4pp | 35.67%-14.2pp |
| Employer contribution / active EE | $669 | $3,106-78.5% | $4,675-85.7% | $2,757-75.7% |
| Participant deferral / active EE | $784 | $3,455-77.3% | $5,631-86.1% | $4,300-81.8% |
| Admin fee / account holder | $1,938 | $7,994-75.8% | $15,885-87.8% | $6,925-72.0% |