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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 | $55,463 | $72,027-23.0% | $185,861-70.2% | $79,856-30.5% |
| Participation rate | 17.4% | 65.8%-48.3pp | 78.0%-60.6pp | 69.6%-52.2pp |
| Annual return | 20.09% | 23.13%-3.0pp | 35.96%-15.9pp | 31.71%-11.6pp |
| Employer contribution / active EE | $600 | $1,965-69.5% | $4,088-85.3% | $2,471-75.7% |
| Participant deferral / active EE | $1,248 | $3,780-67.0% | $5,634-77.9% | $3,741-66.6% |
| Admin fee / account holder | $2,480 | $4,513-45.0% | $9,503-73.9% | $5,306-53.3% |