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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 | $41,608 | $81,504-48.9% | $102,437-59.4% | $80,959-48.6% |
| Participation rate | 28.0% | 66.9%-38.9pp | 74.5%-46.5pp | 67.7%-39.7pp |
| Annual return | 12.50% | 25.60%-13.1pp | 24.95%-12.4pp | 35.67%-23.2pp |
| Employer contribution / active EE | $1,160 | $3,104-62.6% | $3,871-70.0% | $2,757-57.9% |
| Participant deferral / active EE | $1,503 | $3,871-61.2% | $5,060-70.3% | $4,300-65.0% |
| Admin fee / account holder | $2,977 | $6,719-55.7% | $8,388-64.5% | $6,925-57.0% |