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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 | $86,922-51.1% | $102,438-58.5% | $80,874-47.4% |
| Participation rate | 42.5% | 72.4%-29.9pp | 76.5%-34.0pp | 67.6%-25.1pp |
| Annual return | 11.53% | 18.90%-7.4pp | 29.37%-17.8pp | 35.62%-24.1pp |
| Employer contribution / active EE | $744 | $2,369-68.6% | $3,024-75.4% | $2,756-73.0% |
| Participant deferral / active EE | $1,745 | $4,119-57.6% | $5,054-65.5% | $4,297-59.4% |
| Admin fee / account holder | $2,097 | $8,050-74.0% | $9,448-77.8% | $6,935-69.8% |