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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 | $47,149 | $58,851-19.9% | $115,170-59.1% | $72,975-35.4% |
| Participation rate | 54.8% | 65.5%-10.7pp | 75.9%-21.1pp | 69.5%-14.7pp |
| Annual return | 23.71% | 23.16%+0.6pp | 35.60%-11.9pp | 81.01%-57.3pp |
| Employer contribution / active EE | $711 | $1,798-60.4% | $3,179-77.6% | $2,440-70.8% |
| Participant deferral / active EE | $839 | $2,643-68.3% | $4,169-79.9% | $3,608-76.8% |
| Admin fee / account holder | $456 | $6,370-92.8% | $7,089-93.6% | $5,124-91.1% |