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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 | $39,594 | $73,787-46.3% | $98,716-59.9% | $82,448-52.0% |
| Participation rate | 39.0% | 61.4%-22.4pp | 69.3%-30.3pp | 68.1%-29.0pp |
| Annual return | 17.38% | 18.57%-1.2pp | 31.81%-14.4pp | 41.64%-24.3pp |
| Employer contribution / active EE | $690 | $1,511-54.4% | $2,279-69.7% | $2,551-73.0% |
| Participant deferral / active EE | $1,068 | $3,081-65.3% | $4,048-73.6% | $4,139-74.2% |
| Admin fee / account holder | $1,375 | $6,500-78.9% | $8,703-84.2% | $7,234-81.0% |