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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 | $50,991 | $101,778-49.9% | $164,975-69.1% | $80,925-37.0% |
| Participation rate | 62.2% | 71.8%-9.6pp | 78.6%-16.4pp | 67.7%-5.4pp |
| Annual return | 12.69% | 16.73%-4.0pp | 70.12%-57.4pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,360 | $2,954-54.0% | $4,343-68.7% | $2,756-50.7% |
| Participant deferral / active EE | $1,583 | $4,477-64.6% | $6,033-73.8% | $4,299-63.2% |
| Admin fee / account holder | $411 | $8,221-95.0% | $12,688-96.8% | $6,940-94.1% |