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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 | $45,085 | $72,269-37.6% | $101,271-55.5% | $79,852-43.5% |
| Participation rate | 30.2% | 68.5%-38.3pp | 75.8%-45.6pp | 69.6%-39.5pp |
| Annual return | 12.07% | 22.29%-10.2pp | 46.48%-34.4pp | 31.72%-19.6pp |
| Employer contribution / active EE | $698 | $2,692-74.1% | $3,660-80.9% | $2,471-71.7% |
| Participant deferral / active EE | $1,178 | $3,282-64.1% | $4,371-73.1% | $3,740-68.5% |
| Admin fee / account holder | $1,071 | $4,401-75.7% | $5,948-82.0% | $5,306-79.8% |