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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 | $41,119 | $89,259-53.9% | $107,187-61.6% | $82,637-50.2% |
| Participation rate | 33.8% | 67.9%-34.2pp | 75.0%-41.3pp | 68.1%-34.3pp |
| Annual return | 17.35% | 21.02%-3.7pp | 204.55%-187.2pp | 53.51%-36.2pp |
| Employer contribution / active EE | $921 | $3,080-70.1% | $3,782-75.6% | $2,552-63.9% |
| Participant deferral / active EE | $1,519 | $4,037-62.4% | $5,096-70.2% | $4,126-63.2% |
| Admin fee / account holder | $1,299 | $7,381-82.4% | $9,162-85.8% | $7,339-82.3% |