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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 | $41,192 | $74,535-44.7% | $100,712-59.1% | $82,637-50.2% |
| Participation rate | 39.3% | 61.2%-21.9pp | 69.3%-30.0pp | 68.1%-28.8pp |
| Annual return | 14.18% | 18.92%-4.7pp | 33.27%-19.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $763 | $1,503-49.2% | $2,313-67.0% | $2,552-70.1% |
| Participant deferral / active EE | $1,032 | $3,074-66.4% | $4,085-74.7% | $4,126-75.0% |
| Admin fee / account holder | $4,224 | $6,576-35.8% | $9,256-54.4% | $7,339-42.4% |