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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 | $46,965 | $80,332-41.5% | $107,187-56.2% | $64,097-26.7% |
| Participation rate | 24.2% | 54.4%-30.2pp | 75.0%-50.8pp | 55.2%-30.9pp |
| Annual return | 21.53% | 24.26%-2.7pp | 204.55%-183.0pp | 34.64%-13.1pp |
| Employer contribution / active EE | $942 | $2,501-62.4% | $3,782-75.1% | $1,891-50.2% |
| Participant deferral / active EE | $1,312 | $3,109-57.8% | $5,096-74.3% | $3,080-57.4% |
| Admin fee / account holder | $1,042 | $4,314-75.8% | $9,162-88.6% | $3,454-69.8% |