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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 | $59,908 | $80,992-26.0% | $96,534-37.9% | $75,173-20.3% |
| Participation rate | 61.5% | 71.8%-10.2pp | 76.0%-14.4pp | 67.2%-5.7pp |
| Annual return | 13.83% | 27.05%-13.2pp | 25.88%-12.1pp | 160.72%-146.9pp |
| Employer contribution / active EE | $641 | $2,283-71.9% | $2,965-78.4% | $2,671-76.0% |
| Participant deferral / active EE | $1,541 | $3,929-60.8% | $4,851-68.2% | $4,126-62.7% |
| Admin fee / account holder | $2,247 | $6,717-66.5% | $8,253-72.8% | $5,651-60.2% |