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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 | $45,668 | $106,864-57.3% | $147,318-69.0% | $82,637-44.7% |
| Participation rate | 48.4% | 75.5%-27.1pp | 82.1%-33.7pp | 68.1%-19.7pp |
| Annual return | 17.87% | 27.49%-9.6pp | 70.43%-52.6pp | 53.51%-35.6pp |
| Employer contribution / active EE | $1,417 | $3,417-58.5% | $4,593-69.2% | $2,552-44.5% |
| Participant deferral / active EE | $2,294 | $6,496-64.7% | $7,906-71.0% | $4,126-44.4% |
| Admin fee / account holder | $3,997 | $8,415-52.5% | $13,708-70.8% | $7,339-45.5% |