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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 | $40,424 | $80,985-50.1% | $96,576-58.1% | $75,181-46.2% |
| Participation rate | 41.8% | 71.8%-30.0pp | 76.0%-34.2pp | 67.2%-25.4pp |
| Annual return | 15.93% | 27.05%-11.1pp | 25.87%-9.9pp | 160.69%-144.8pp |
| Employer contribution / active EE | $820 | $2,282-64.1% | $2,965-72.4% | $2,671-69.3% |
| Participant deferral / active EE | $1,321 | $3,929-66.4% | $4,851-72.8% | $4,126-68.0% |
| Admin fee / account holder | $2,441 | $6,719-63.7% | $8,253-70.4% | $5,650-56.8% |