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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 | $29,675 | $77,358-61.6% | $102,184-71.0% | $87,485-66.1% |
| Participation rate | 53.3% | 78.7%-25.3pp | 82.6%-29.3pp | 68.9%-15.6pp |
| Annual return | 22.52% | 41.11%-18.6pp | 31.58%-9.1pp | 26.06%-3.5pp |
| Employer contribution / active EE | $1,621 | $2,562-36.7% | $3,594-54.9% | $2,596-37.6% |
| Participant deferral / active EE | $2,843 | $6,753-57.9% | $8,309-65.8% | $4,274-33.5% |
| Admin fee / account holder | $1,672 | $6,809-75.4% | $11,609-85.6% | $7,775-78.5% |