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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 | $50,895 | $101,798-50.0% | $165,071-69.2% | $80,935-37.1% |
| Participation rate | 60.0% | 71.8%-11.8pp | 78.6%-18.6pp | 67.7%-7.7pp |
| Annual return | 12.58% | 16.73%-4.1pp | 70.17%-57.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $1,194 | $2,954-59.6% | $4,347-72.5% | $2,757-56.7% |
| Participant deferral / active EE | $1,829 | $4,476-59.1% | $6,035-69.7% | $4,299-57.5% |
| Admin fee / account holder | $5,009 | $8,221-39.1% | $12,695-60.5% | $6,924-27.7% |