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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 | $40,603 | $106,749-62.0% | $145,433-72.1% | $82,448-50.8% |
| Participation rate | 19.2% | 75.6%-56.4pp | 82.1%-62.9pp | 68.1%-48.8pp |
| Annual return | 14.49% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $719 | $3,444-79.1% | $4,554-84.2% | $2,551-71.8% |
| Participant deferral / active EE | $1,659 | $6,519-74.5% | $7,897-79.0% | $4,139-59.9% |
| Admin fee / account holder | $7,265 | $8,390-13.4% | $13,129-44.7% | $7,234+0.4% |