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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 | $45,275 | $88,672-48.9% | $105,223-57.0% | $82,448-45.1% |
| Participation rate | 55.2% | 67.9%-12.8pp | 75.0%-19.9pp | 68.1%-12.9pp |
| Annual return | 14.35% | 30.86%-16.5pp | 180.65%-166.3pp | 41.64%-27.3pp |
| Employer contribution / active EE | $807 | $3,048-73.5% | $3,689-78.1% | $2,551-68.4% |
| Participant deferral / active EE | $1,019 | $4,036-74.8% | $5,072-79.9% | $4,139-75.4% |
| Admin fee / account holder | $567 | $7,146-92.1% | $8,859-93.6% | $7,234-92.2% |