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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 | $52,647 | $81,358-35.3% | $155,556-66.2% | $80,959-35.0% |
| Participation rate | 21.7% | 66.3%-44.5pp | 78.2%-56.5pp | 67.7%-45.9pp |
| Annual return | 15.86% | 33.39%-17.5pp | 64.84%-49.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $421 | $3,106-86.4% | $4,675-91.0% | $2,757-84.7% |
| Participant deferral / active EE | $874 | $3,455-74.7% | $5,631-84.5% | $4,300-79.7% |
| Admin fee / account holder | $1,509 | $7,994-81.1% | $15,885-90.5% | $6,925-78.2% |