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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 | $50,909 | $94,436-46.1% | $115,599-56.0% | $82,637-38.4% |
| Participation rate | 57.9% | 70.4%-12.5pp | 74.3%-16.4pp | 68.1%-10.2pp |
| Annual return | 16.36% | 18.37%-2.0pp | 111.10%-94.7pp | 53.51%-37.1pp |
| Employer contribution / active EE | $860 | $2,324-63.0% | $2,955-70.9% | $2,552-66.3% |
| Participant deferral / active EE | $1,495 | $3,955-62.2% | $4,889-69.4% | $4,126-63.8% |
| Admin fee / account holder | $701 | $10,328-93.2% | $12,841-94.5% | $7,339-90.5% |