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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 | $66,583 | $114,712-42.0% | $173,730-61.7% | $87,485-23.9% |
| Participation rate | 37.9% | 73.0%-35.1pp | 79.6%-41.6pp | 68.9%-31.0pp |
| Annual return | 13.92% | 20.18%-6.3pp | 19.96%-6.0pp | 26.06%-12.1pp |
| Employer contribution / active EE | $983 | $2,904-66.2% | $4,577-78.5% | $2,596-62.2% |
| Participant deferral / active EE | $1,923 | $4,642-58.6% | $6,326-69.6% | $4,274-55.0% |
| Admin fee / account holder | $2,158 | $10,210-78.9% | $17,523-87.7% | $7,775-72.2% |