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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 | $48,883 | $95,453-48.8% | $112,040-56.4% | $82,448-40.7% |
| Participation rate | 35.6% | 72.8%-37.2pp | 76.5%-40.9pp | 68.1%-32.5pp |
| Annual return | 17.54% | 23.92%-6.4pp | 24.52%-7.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $845 | $2,318-63.6% | $2,954-71.4% | $2,551-66.9% |
| Participant deferral / active EE | $1,469 | $4,224-65.2% | $5,098-71.2% | $4,139-64.5% |
| Admin fee / account holder | $2,146 | $9,013-76.2% | $12,098-82.3% | $7,234-70.3% |