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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 | $45,505 | $58,493-22.2% | $84,023-45.8% | $72,976-37.6% |
| Participation rate | 20.5% | 61.2%-40.7pp | 69.0%-48.5pp | 69.5%-49.0pp |
| Annual return | 17.32% | 28.93%-11.6pp | 71.32%-54.0pp | 81.02%-63.7pp |
| Employer contribution / active EE | $267 | $1,163-77.0% | $1,984-86.5% | $2,440-89.1% |
| Participant deferral / active EE | $655 | $2,394-72.6% | $3,239-79.8% | $3,608-81.8% |
| Admin fee / account holder | $2,590 | $4,569-43.3% | $6,102-57.6% | $5,124-49.5% |