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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 | $39,492 | $77,472-49.0% | $100,415-60.7% | $80,959-51.2% |
| Participation rate | 58.1% | 76.9%-18.8pp | 81.5%-23.4pp | 67.7%-9.5pp |
| Annual return | 13.23% | 37.26%-24.0pp | 49.47%-36.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $923 | $2,800-67.0% | $3,943-76.6% | $2,757-66.5% |
| Participant deferral / active EE | $1,749 | $6,818-74.4% | $8,091-78.4% | $4,300-59.3% |
| Admin fee / account holder | $4,564 | $5,885-22.4% | $7,906-42.3% | $6,925-34.1% |