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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 | $43,276 | $86,940-50.2% | $102,434-57.8% | $80,935-46.5% |
| Participation rate | 28.2% | 72.4%-44.2pp | 76.5%-48.3pp | 67.7%-39.5pp |
| Annual return | 12.09% | 18.89%-6.8pp | 29.46%-17.4pp | 35.66%-23.6pp |
| Employer contribution / active EE | $992 | $2,370-58.1% | $3,023-67.2% | $2,757-64.0% |
| Participant deferral / active EE | $1,704 | $4,121-58.6% | $5,055-66.3% | $4,299-60.4% |
| Admin fee / account holder | $1,799 | $8,047-77.6% | $9,462-81.0% | $6,924-74.0% |