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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 | $66,277 | $77,523-14.5% | $100,383-34.0% | $80,874-18.0% |
| Participation rate | 38.4% | 77.0%-38.6pp | 81.5%-43.1pp | 67.6%-29.3pp |
| Annual return | 14.50% | 37.21%-22.7pp | 49.26%-34.8pp | 35.62%-21.1pp |
| Employer contribution / active EE | $894 | $2,801-68.1% | $3,944-77.3% | $2,756-67.6% |
| Participant deferral / active EE | $2,236 | $6,822-67.2% | $8,086-72.3% | $4,297-48.0% |
| Admin fee / account holder | $857 | $5,899-85.5% | $7,900-89.2% | $6,935-87.6% |