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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 | $56,341 | $79,557-29.2% | $118,746-52.6% | $70,126-19.7% |
| Participation rate | 37.0% | 71.4%-34.4pp | 78.3%-41.3pp | 69.5%-32.6pp |
| Annual return | 20.37% | 25.64%-5.3pp | 24.54%-4.2pp | 73.15%-52.8pp |
| Employer contribution / active EE | $689 | $2,861-75.9% | $4,193-83.6% | $2,343-70.6% |
| Participant deferral / active EE | $1,430 | $4,089-65.0% | $5,332-73.2% | $3,332-57.1% |
| Admin fee / account holder | $1,272 | $5,374-76.3% | $10,720-88.1% | $4,645-72.6% |