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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 | $45,634 | $93,598-51.2% | $135,974-66.4% | $75,173-39.3% |
| Participation rate | 36.0% | 75.2%-39.2pp | 81.9%-45.9pp | 67.2%-31.2pp |
| Annual return | 16.42% | 30.89%-14.5pp | 68.30%-51.9pp | 160.72%-144.3pp |
| Employer contribution / active EE | $1,204 | $3,538-66.0% | $4,859-75.2% | $2,671-54.9% |
| Participant deferral / active EE | $2,487 | $6,405-61.2% | $7,760-68.0% | $4,126-39.7% |
| Admin fee / account holder | $9,924 | $6,978+42.2% | $10,767-7.8% | $5,651+75.6% |