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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 | $42,851 | $86,940-50.7% | $102,434-58.2% | $80,935-47.1% |
| Participation rate | 63.3% | 72.4%-9.1pp | 76.5%-13.2pp | 67.7%-4.4pp |
| Annual return | 16.67% | 18.89%-2.2pp | 29.46%-12.8pp | 35.66%-19.0pp |
| Employer contribution / active EE | $712 | $2,370-69.9% | $3,023-76.4% | $2,757-74.2% |
| Participant deferral / active EE | $1,798 | $4,121-56.4% | $5,055-64.4% | $4,299-58.2% |
| Admin fee / account holder | $2,088 | $8,047-74.1% | $9,462-77.9% | $6,924-69.8% |