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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 | $42,768 | $97,648-56.2% | $121,663-64.8% | $87,485-51.1% |
| Participation rate | 44.3% | 70.5%-26.2pp | 74.5%-30.2pp | 68.9%-24.6pp |
| Annual return | 15.16% | 18.03%-2.9pp | 147.54%-132.4pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,060 | $2,300-53.9% | $3,020-64.9% | $2,596-59.2% |
| Participant deferral / active EE | $1,718 | $3,923-56.2% | $4,887-64.9% | $4,274-59.8% |
| Admin fee / account holder | $5,151 | $11,100-53.6% | $14,289-63.9% | $7,775-33.7% |