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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 | $59,440-37.2% | $78,004-52.2% | $82,637-54.8% |
| Participation rate | 52.3% | 62.8%-10.5pp | 69.4%-17.1pp | 68.1%-15.7pp |
| Annual return | 16.44% | 40.24%-23.8pp | 31.07%-14.6pp | 53.51%-37.1pp |
| Employer contribution / active EE | $2,258 | $1,750+29.0% | $2,469-8.5% | $2,552-11.5% |
| Participant deferral / active EE | $719 | $3,138-77.1% | $4,092-82.4% | $4,126-82.6% |
| Admin fee / account holder | $3,835 | $5,504-30.3% | $7,578-49.4% | $7,339-47.7% |