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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 | $44,920 | $54,541-17.6% | $78,778-43.0% | $70,126-35.9% |
| Participation rate | 45.1% | 60.8%-15.7pp | 69.2%-24.1pp | 69.5%-24.5pp |
| Annual return | 13.51% | 21.07%-7.6pp | 35.62%-22.1pp | 73.15%-59.6pp |
| Employer contribution / active EE | $520 | $1,089-52.2% | $1,986-73.8% | $2,343-77.8% |
| Participant deferral / active EE | $925 | $2,210-58.1% | $2,958-68.7% | $3,332-72.2% |
| Admin fee / account holder | $1,308 | $3,709-64.7% | $5,134-74.5% | $4,645-71.8% |