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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 | $41,783 | $76,696-45.5% | $96,515-56.7% | $71,511-41.6% |
| Participation rate | 30.0% | 66.6%-36.6pp | 74.3%-44.3pp | 67.9%-37.9pp |
| Annual return | 17.09% | 48.32%-31.2pp | 35.73%-18.6pp | 28.86%-11.8pp |
| Employer contribution / active EE | $880 | $3,032-71.0% | $3,740-76.5% | $2,589-66.0% |
| Participant deferral / active EE | $1,451 | $3,770-61.5% | $4,880-70.3% | $4,291-66.2% |
| Admin fee / account holder | $1,368 | $2,030-32.6% | $6,735-79.7% | $1,588-13.9% |