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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 | $42,542 | $86,949-51.1% | $102,460-58.5% | $80,959-47.5% |
| Participation rate | 42.5% | 72.4%-29.9pp | 76.5%-34.0pp | 67.7%-25.1pp |
| Annual return | 11.53% | 18.89%-7.4pp | 29.47%-17.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $744 | $2,370-68.6% | $3,025-75.4% | $2,757-73.0% |
| Participant deferral / active EE | $1,745 | $4,121-57.7% | $5,056-65.5% | $4,300-59.4% |
| Admin fee / account holder | $2,097 | $8,048-73.9% | $9,460-77.8% | $6,925-69.7% |