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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 | $25,057 | $64,919-61.4% | $392,568-93.6% | $65,185-61.6% |
| Participation rate | 49.5% | 72.0%-22.5pp | 78.1%-28.5pp | 70.2%-20.7pp |
| Annual return | 24.20% | 26.09%-1.9pp | 24.42%-0.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,047 | $2,374-55.9% | $3,783-72.3% | $2,177-51.9% |
| Participant deferral / active EE | $1,695 | $3,668-53.8% | $5,985-71.7% | $3,514-51.8% |
| Admin fee / account holder | $924 | $634+45.8% | $6,260-85.2% | $847+9.1% |