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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 | $41,487 | $67,411-38.5% | $91,004-54.4% | $70,126-40.8% |
| Participation rate | 45.7% | 71.4%-25.7pp | 75.6%-29.9pp | 69.5%-23.9pp |
| Annual return | 18.19% | -40.16%+58.4pp | 4.60%+13.6pp | 73.15%-55.0pp |
| Employer contribution / active EE | $571 | $1,786-68.1% | $2,456-76.8% | $2,343-75.6% |
| Participant deferral / active EE | $1,159 | $2,823-59.0% | $3,548-67.3% | $3,332-65.2% |
| Admin fee / account holder | $833 | $4,236-80.3% | $5,417-84.6% | $4,645-82.1% |