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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 | $49,147 | $76,371-35.6% | $93,621-47.5% | $72,975-32.7% |
| Participation rate | 37.1% | 71.8%-34.6pp | 75.8%-38.7pp | 69.5%-32.3pp |
| Annual return | 23.12% | 25.82%-2.7pp | 32.76%-9.6pp | 81.01%-57.9pp |
| Employer contribution / active EE | $755 | $2,276-66.8% | $2,719-72.2% | $2,440-69.1% |
| Participant deferral / active EE | $902 | $3,538-74.5% | $4,070-77.8% | $3,608-75.0% |
| Admin fee / account holder | $493 | $6,839-92.8% | $7,890-93.8% | $5,124-90.4% |