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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 | $45,938 | $65,364-29.7% | $92,909-50.6% | $72,975-37.0% |
| Participation rate | 30.6% | 68.3%-37.7pp | 76.0%-45.4pp | 69.5%-38.9pp |
| Annual return | 19.62% | 42.11%-22.5pp | 109.44%-89.8pp | 81.01%-61.4pp |
| Employer contribution / active EE | $705 | $2,594-72.8% | $3,653-80.7% | $2,440-71.1% |
| Participant deferral / active EE | $1,231 | $3,128-60.7% | $4,238-71.0% | $3,608-65.9% |
| Admin fee / account holder | $2,342 | $4,251-44.9% | $5,795-59.6% | $5,124-54.3% |