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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 | $72,471-48.5% | $94,215-60.4% | $86,983-57.1% |
| Participation rate | 52.3% | 63.9%-11.5pp | 70.0%-17.6pp | 69.5%-17.2pp |
| Annual return | 16.44% | 26.44%-10.0pp | 28.22%-11.8pp | 25.83%-9.4pp |
| Employer contribution / active EE | $2,258 | $1,936+16.6% | $2,675-15.6% | $2,584-12.6% |
| Participant deferral / active EE | $719 | $3,397-78.8% | $4,276-83.2% | $4,194-82.9% |
| Admin fee / account holder | $3,835 | $6,468-40.7% | $10,216-62.5% | $7,856-51.2% |