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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 | $46,579 | $81,487-42.8% | $102,412-54.5% | $80,935-42.4% |
| Participation rate | 52.0% | 66.8%-14.8pp | 74.5%-22.5pp | 67.7%-15.7pp |
| Annual return | 19.68% | 25.60%-5.9pp | 24.94%-5.3pp | 35.66%-16.0pp |
| Employer contribution / active EE | $1,014 | $3,103-67.3% | $3,870-73.8% | $2,757-63.2% |
| Participant deferral / active EE | $1,503 | $3,871-61.2% | $5,060-70.3% | $4,299-65.1% |
| Admin fee / account holder | $12,383 | $6,717+84.3% | $8,388+47.6% | $6,924+78.8% |