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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 | $42,308 | $71,215-40.6% | $93,696-54.8% | $80,935-47.7% |
| Participation rate | 48.9% | 60.4%-11.5pp | 68.7%-19.8pp | 67.7%-18.8pp |
| Annual return | 19.23% | 11.27%+8.0pp | 133.74%-114.5pp | 35.66%-16.4pp |
| Employer contribution / active EE | $393 | $1,565-74.9% | $2,422-83.8% | $2,757-85.7% |
| Participant deferral / active EE | $891 | $4,037-77.9% | $4,417-79.8% | $4,299-79.3% |
| Admin fee / account holder | $446 | $6,958-93.6% | $8,287-94.6% | $6,924-93.6% |