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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 | $43,305 | $72,027-39.9% | $185,835-76.7% | $79,852-45.8% |
| Participation rate | 33.3% | 65.8%-32.4pp | 78.0%-44.7pp | 69.6%-36.3pp |
| Annual return | 12.78% | 23.13%-10.3pp | 35.96%-23.2pp | 31.72%-18.9pp |
| Employer contribution / active EE | $440 | $1,965-77.6% | $4,087-89.2% | $2,471-82.2% |
| Participant deferral / active EE | $1,022 | $3,780-73.0% | $5,633-81.9% | $3,740-72.7% |
| Admin fee / account holder | $2,593 | $4,513-42.5% | $9,502-72.7% | $5,306-51.1% |