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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 | $32,335 | $93,598-65.5% | $135,974-76.2% | $75,173-57.0% |
| Participation rate | 63.5% | 75.2%-11.7pp | 81.9%-18.4pp | 67.2%-3.7pp |
| Annual return | 17.16% | 30.89%-13.7pp | 68.30%-51.1pp | 160.72%-143.6pp |
| Employer contribution / active EE | $1,499 | $3,538-57.6% | $4,859-69.2% | $2,671-43.9% |
| Participant deferral / active EE | $2,101 | $6,405-67.2% | $7,760-72.9% | $4,126-49.1% |
| Admin fee / account holder | $1,307 | $6,978-81.3% | $10,767-87.9% | $5,651-76.9% |