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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 | $37,317 | $58,627-36.3% | $76,735-51.4% | $82,448-54.7% |
| Participation rate | 52.3% | 63.2%-10.9pp | 69.5%-17.2pp | 68.1%-15.8pp |
| Annual return | 16.44% | 39.10%-22.7pp | 29.77%-13.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,258 | $1,729+30.6% | $2,454-8.0% | $2,551-11.5% |
| Participant deferral / active EE | $719 | $3,134-77.0% | $4,088-82.4% | $4,139-82.6% |
| Admin fee / account holder | $3,835 | $5,323-28.0% | $7,189-46.7% | $7,234-47.0% |