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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 | $47,446 | $72,273-34.4% | $101,275-53.2% | $79,856-40.6% |
| Participation rate | 41.5% | 68.5%-26.9pp | 75.8%-34.3pp | 69.6%-28.1pp |
| Annual return | 17.21% | 22.30%-5.1pp | 46.48%-29.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $852 | $2,691-68.4% | $3,660-76.7% | $2,471-65.5% |
| Participant deferral / active EE | $1,364 | $3,282-58.4% | $4,371-68.8% | $3,741-63.5% |
| Admin fee / account holder | $1,092 | $4,401-75.2% | $5,948-81.6% | $5,306-79.4% |