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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 | $54,332 | $108,825-50.1% | $156,181-65.2% | $82,448-34.1% |
| Participation rate | 30.6% | 72.4%-41.8pp | 78.8%-48.2pp | 68.1%-37.5pp |
| Annual return | 17.39% | 20.59%-3.2pp | 64.87%-47.5pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,016 | $2,870-64.6% | $4,294-76.3% | $2,551-60.2% |
| Participant deferral / active EE | $1,720 | $4,577-62.4% | $6,132-71.9% | $4,139-58.4% |
| Admin fee / account holder | $1,592 | $9,341-83.0% | $14,586-89.1% | $7,234-78.0% |