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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 | $52,514 | $94,031-44.2% | $115,768-54.6% | $82,448-36.3% |
| Participation rate | 41.2% | 70.4%-29.2pp | 74.4%-33.2pp | 68.1%-26.9pp |
| Annual return | 40.77% | 20.61%+20.2pp | 100.46%-59.7pp | 41.64%-0.9pp |
| Employer contribution / active EE | $984 | $2,323-57.6% | $2,940-66.5% | $2,551-61.4% |
| Participant deferral / active EE | $1,340 | $3,972-66.3% | $4,917-72.8% | $4,139-67.6% |
| Admin fee / account holder | $769 | $10,249-92.5% | $12,439-93.8% | $7,234-89.4% |