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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 | $37,250 | $80,983-54.0% | $96,544-61.4% | $75,177-50.5% |
| Participation rate | 50.6% | 71.8%-21.2pp | 76.0%-25.4pp | 67.2%-16.6pp |
| Annual return | 14.24% | 27.05%-12.8pp | 25.88%-11.6pp | 160.75%-146.5pp |
| Employer contribution / active EE | $867 | $2,282-62.0% | $2,966-70.8% | $2,671-67.5% |
| Participant deferral / active EE | $1,619 | $3,929-58.8% | $4,851-66.6% | $4,126-60.8% |
| Admin fee / account holder | $2,989 | $6,717-55.5% | $8,254-63.8% | $5,651-47.1% |