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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 | $46,057 | $73,532-37.4% | $178,505-74.2% | $74,478-38.2% |
| Participation rate | 27.4% | 66.6%-39.2pp | 77.1%-49.7pp | 67.2%-39.8pp |
| Annual return | 11.54% | 17.49%-5.9pp | 27.16%-15.6pp | 1370.56%-1359.0pp |
| Employer contribution / active EE | $696 | $2,221-68.6% | $3,955-82.4% | $2,626-73.5% |
| Participant deferral / active EE | $1,400 | $4,519-69.0% | $6,280-77.7% | $4,350-67.8% |
| Admin fee / account holder | $2,007 | $1,813+10.7% | $10,428-80.8% | $1,946+3.1% |