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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 | $60,292 | $83,485-27.8% | $125,180-51.8% | $72,983-17.4% |
| Participation rate | 57.1% | 73.3%-16.2pp | 79.8%-22.6pp | 69.5%-12.3pp |
| Annual return | 21.40% | 25.78%-4.4pp | 43.79%-22.4pp | 81.01%-59.6pp |
| Employer contribution / active EE | $971 | $2,346-58.6% | $3,866-74.9% | $2,440-60.2% |
| Participant deferral / active EE | $1,559 | $3,586-56.5% | $4,937-68.4% | $3,608-56.8% |
| Admin fee / account holder | $770 | $5,518-86.0% | $9,703-92.1% | $5,124-85.0% |