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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 | $23,017 | $73,978-68.9% | $96,515-76.2% | $75,173-69.4% |
| Participation rate | 59.5% | 66.4%-6.9pp | 74.3%-14.8pp | 67.2%-7.7pp |
| Annual return | 14.30% | 26.72%-12.4pp | 35.73%-21.4pp | 160.72%-146.4pp |
| Employer contribution / active EE | $2,414 | $2,931-17.6% | $3,740-35.4% | $2,671-9.6% |
| Participant deferral / active EE | $943 | $3,660-74.2% | $4,880-80.7% | $4,126-77.1% |
| Admin fee / account holder | $3,444 | $5,219-34.0% | $6,735-48.9% | $5,651-39.1% |