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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 | $45,174 | $97,648-53.7% | $121,663-62.9% | $87,485-48.4% |
| Participation rate | 37.9% | 70.5%-32.5pp | 74.5%-36.6pp | 68.9%-31.0pp |
| Annual return | 17.71% | 18.03%-0.3pp | 147.54%-129.8pp | 26.06%-8.4pp |
| Employer contribution / active EE | $1,015 | $2,300-55.9% | $3,020-66.4% | $2,596-60.9% |
| Participant deferral / active EE | $1,670 | $3,923-57.4% | $4,887-65.8% | $4,274-60.9% |
| Admin fee / account holder | $851 | $11,100-92.3% | $14,289-94.0% | $7,775-89.1% |