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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 | $50,373 | $114,712-56.1% | $173,730-71.0% | $87,485-42.4% |
| Participation rate | 57.7% | 73.0%-15.3pp | 79.6%-21.9pp | 68.9%-11.2pp |
| Annual return | 14.44% | 20.18%-5.7pp | 19.96%-5.5pp | 26.06%-11.6pp |
| Employer contribution / active EE | $1,339 | $2,904-53.9% | $4,577-70.8% | $2,596-48.4% |
| Participant deferral / active EE | $1,951 | $4,642-58.0% | $6,326-69.2% | $4,274-54.3% |
| Admin fee / account holder | $9,270 | $10,210-9.2% | $17,523-47.1% | $7,775+19.2% |