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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 | $54,285 | $72,269-24.9% | $101,271-46.4% | $79,852-32.0% |
| Participation rate | 63.4% | 68.5%-5.1pp | 75.8%-12.4pp | 69.6%-6.3pp |
| Annual return | 12.76% | 22.29%-9.5pp | 46.48%-33.7pp | 31.72%-19.0pp |
| Employer contribution / active EE | $867 | $2,692-67.8% | $3,660-76.3% | $2,471-64.9% |
| Participant deferral / active EE | $1,342 | $3,282-59.1% | $4,371-69.3% | $3,740-64.1% |
| Admin fee / account holder | $4,110 | $4,401-6.6% | $5,948-30.9% | $5,306-22.5% |