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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 | $43,379 | $95,904-54.8% | $173,730-75.0% | $64,340-32.6% |
| Participation rate | 41.0% | 60.6%-19.7pp | 79.6%-38.6pp | 55.2%-14.3pp |
| Annual return | 18.44% | 17.47%+1.0pp | 19.96%-1.5pp | 24.14%-5.7pp |
| Employer contribution / active EE | $978 | $2,323-57.9% | $4,577-78.6% | $1,862-47.5% |
| Participant deferral / active EE | $1,193 | $3,488-65.8% | $6,326-81.1% | $2,980-60.0% |
| Admin fee / account holder | $1,098 | $5,089-78.4% | $17,523-93.7% | $3,703-70.3% |