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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 | $62,729 | $86,940-27.8% | $102,434-38.8% | $80,935-22.5% |
| Participation rate | 60.6% | 72.4%-11.8pp | 76.5%-15.9pp | 67.7%-7.1pp |
| Annual return | 13.13% | 18.89%-5.8pp | 29.46%-16.3pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,268 | $2,370-46.5% | $3,023-58.1% | $2,757-54.0% |
| Participant deferral / active EE | $1,332 | $4,121-67.7% | $5,055-73.6% | $4,299-69.0% |
| Admin fee / account holder | $5,166 | $8,047-35.8% | $9,462-45.4% | $6,924-25.4% |