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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 | $41,418 | $85,515-51.6% | $112,040-63.0% | $67,986-39.1% |
| Participation rate | 29.8% | 68.2%-38.4pp | 76.5%-46.7pp | 57.2%-27.4pp |
| Annual return | 16.71% | 29.68%-13.0pp | 24.52%-7.8pp | 31.67%-15.0pp |
| Employer contribution / active EE | $702 | $2,191-68.0% | $2,954-76.2% | $2,019-65.2% |
| Participant deferral / active EE | $1,345 | $4,014-66.5% | $5,098-73.6% | $3,358-60.0% |
| Admin fee / account holder | $1,866 | $3,774-50.6% | $12,098-84.6% | $3,203-41.7% |