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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 | $44,699 | $81,446-45.1% | $103,374-56.8% | $80,874-44.7% |
| Participation rate | 54.3% | 66.9%-12.6pp | 74.5%-20.2pp | 67.6%-13.4pp |
| Annual return | 24.10% | 25.57%-1.5pp | 24.89%-0.8pp | 35.62%-11.5pp |
| Employer contribution / active EE | $849 | $3,107-72.7% | $3,869-78.0% | $2,756-69.2% |
| Participant deferral / active EE | $1,585 | $3,870-59.1% | $5,058-68.7% | $4,297-63.1% |
| Admin fee / account holder | $1,071 | $6,715-84.0% | $8,394-87.2% | $6,935-84.6% |