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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 | $40,161 | $106,247-62.2% | $96,515-58.4% | $139,466-71.2% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 14.58% | 38.47%-23.9pp | 35.73%-21.2pp | 373.66%-359.1pp |
| Employer contribution / active EE | $809 | $4,106-80.3% | $3,740-78.4% | $4,754-83.0% |
| Participant deferral / active EE | $1,194 | $5,456-78.1% | $4,880-75.5% | $6,712-82.2% |
| Admin fee / account holder | $3,296 | $7,885-58.2% | $6,735-51.1% | $11,409-71.1% |