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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 | $32,267 | $81,457-60.4% | $103,378-68.8% | $80,911-60.1% |
| Participation rate | 56.6% | 66.8%-10.2pp | 74.5%-17.9pp | 67.6%-11.0pp |
| Annual return | 14.04% | 25.58%-11.5pp | 24.91%-10.9pp | 35.63%-21.6pp |
| Employer contribution / active EE | $6,335 | $3,107+103.9% | $3,870+63.7% | $2,756+129.9% |
| Participant deferral / active EE | $290 | $3,871-92.5% | $5,058-94.3% | $4,297-93.2% |
| Admin fee / account holder | $3,517 | $6,717-47.6% | $8,401-58.1% | $6,935-49.3% |