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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 | $48,166 | $106,524-54.8% | $152,301-68.4% | $87,485-44.9% |
| Participation rate | 31.3% | 75.8%-44.4pp | 82.4%-51.1pp | 68.9%-37.6pp |
| Annual return | 15.98% | 26.89%-10.9pp | 80.50%-64.5pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,399 | $3,371-28.8% | $4,624-48.1% | $2,596-7.6% |
| Participant deferral / active EE | $2,219 | $6,525-66.0% | $8,004-72.3% | $4,274-48.1% |
| Admin fee / account holder | $3,248 | $8,287-60.8% | $14,398-77.4% | $7,775-58.2% |