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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 | $25,503 | $106,524-76.1% | $152,301-83.3% | $87,485-70.8% |
| Participation rate | 49.5% | 75.8%-26.3pp | 82.4%-33.0pp | 68.9%-19.4pp |
| Annual return | 17.20% | 26.89%-9.7pp | 80.50%-63.3pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,052 | $3,371-68.8% | $4,624-77.2% | $2,596-59.5% |
| Participant deferral / active EE | $2,083 | $6,525-68.1% | $8,004-74.0% | $4,274-51.3% |
| Admin fee / account holder | $4,214 | $8,287-49.1% | $14,398-70.7% | $7,775-45.8% |