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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 | $48,158 | $99,032-51.4% | $80,022-39.8% | $135,382-64.4% |
| Participation rate | 50.0% | 78.4%-28.4pp | 75.8%-25.8pp | 82.6%-32.6pp |
| Annual return | 3.13% | 15.39%-12.3pp | 11.22%-8.1pp | 519.77%-516.6pp |
| Employer contribution / active EE | $733 | $3,043-75.9% | $2,468-70.3% | $4,779-84.7% |
| Participant deferral / active EE | $893 | $4,282-79.1% | $3,686-75.8% | $5,609-84.1% |
| Admin fee / account holder | $1,070 | $10,436-89.7% | $6,521-83.6% | $10,829-90.1% |