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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 | $31,320 | $123,155-74.6% | $108,753-71.2% | $155,188-79.8% |
| Participation rate | 44.4% | 75.6%-31.2pp | 71.1%-26.6pp | 80.8%-36.4pp |
| Annual return | 7.32% | 44.73%-37.4pp | 37.47%-30.1pp | 148.84%-141.5pp |
| Employer contribution / active EE | $789 | $2,811-71.9% | $2,427-67.5% | $4,248-81.4% |
| Participant deferral / active EE | $895 | $4,623-80.6% | $4,115-78.2% | $6,531-86.3% |
| Admin fee / account holder | $11,553 | $12,126-4.7% | $10,320+12.0% | $14,480-20.2% |