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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 | $41,001 | $67,602-39.3% | $82,312-50.2% | $70,126-41.5% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.9%-11.9pp | 69.5%-4.5pp |
| Annual return | 16.08% | 21.57%-5.5pp | 25.88%-9.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $861 | $1,755-51.0% | $2,428-64.6% | $2,343-63.3% |
| Participant deferral / active EE | $1,250 | $2,987-58.2% | $3,706-66.3% | $3,332-62.5% |
| Admin fee / account holder | $2,040 | $4,512-54.8% | $5,608-63.6% | $4,645-56.1% |