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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 | $40,934 | $77,358-47.1% | $102,184-59.9% | $87,485-53.2% |
| Participation rate | 37.4% | 78.7%-41.3pp | 82.6%-45.2pp | 68.9%-31.6pp |
| Annual return | 17.97% | 41.11%-23.1pp | 31.58%-13.6pp | 26.06%-8.1pp |
| Employer contribution / active EE | $902 | $2,562-64.8% | $3,594-74.9% | $2,596-65.3% |
| Participant deferral / active EE | $2,173 | $6,753-67.8% | $8,309-73.8% | $4,274-49.2% |
| Admin fee / account holder | $3,656 | $6,809-46.3% | $11,609-68.5% | $7,775-53.0% |