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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 | $43,650 | $91,439-52.3% | $135,974-67.9% | $71,511-39.0% |
| Participation rate | 35.8% | 75.7%-39.9pp | 81.9%-46.1pp | 67.9%-32.2pp |
| Annual return | 23.53% | 29.90%-6.4pp | 68.30%-44.8pp | 28.86%-5.3pp |
| Employer contribution / active EE | $1,524 | $3,705-58.9% | $4,859-68.6% | $2,589-41.1% |
| Participant deferral / active EE | $2,143 | $7,093-69.8% | $7,760-72.4% | $4,291-50.1% |
| Admin fee / account holder | $3,033 | $1,267+139.5% | $10,767-71.8% | $1,588+91.0% |