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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 | $34,302 | $111,814-69.3% | $103,374-66.8% | $145,959-76.5% |
| Participation rate | 47.1% | 77.9%-30.9pp | 74.5%-27.5pp | 80.3%-33.2pp |
| Annual return | 18.23% | 24.77%-6.5pp | 24.89%-6.7pp | 561.95%-543.7pp |
| Employer contribution / active EE | $1,142 | $4,214-72.9% | $3,869-70.5% | $4,661-75.5% |
| Participant deferral / active EE | $1,331 | $5,618-76.3% | $5,058-73.7% | $6,689-80.1% |
| Admin fee / account holder | $4,150 | $9,754-57.5% | $8,394-50.6% | $13,398-69.0% |