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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 | $46,073 | $86,940-47.0% | $102,434-55.0% | $80,935-43.1% |
| Participation rate | 49.2% | 72.4%-23.2pp | 76.5%-27.4pp | 67.7%-18.5pp |
| Annual return | 11.26% | 18.89%-7.6pp | 29.46%-18.2pp | 35.66%-24.4pp |
| Employer contribution / active EE | $724 | $2,370-69.5% | $3,023-76.1% | $2,757-73.8% |
| Participant deferral / active EE | $1,712 | $4,121-58.5% | $5,055-66.1% | $4,299-60.2% |
| Admin fee / account holder | $2,888 | $8,047-64.1% | $9,462-69.5% | $6,924-58.3% |