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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 | $43,648 | $110,379-60.5% | $102,412-57.4% | $145,884-70.1% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 11.59% | 24.84%-13.3pp | 24.94%-13.4pp | 551.85%-540.3pp |
| Employer contribution / active EE | $1,347 | $4,216-68.1% | $3,870-65.2% | $4,662-71.1% |
| Participant deferral / active EE | $1,347 | $5,622-76.0% | $5,060-73.4% | $6,690-79.9% |
| Admin fee / account holder | $621 | $9,745-93.6% | $8,388-92.6% | $13,392-95.4% |