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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 | $41,333 | $153,769-73.1% | $133,975-69.1% | $273,972-84.9% |
| Participation rate | 56.3% | 88.4%-32.1pp | 87.1%-30.8pp | 83.0%-26.8pp |
| Annual return | 6.21% | 36.51%-30.3pp | 29.29%-23.1pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,325 | $6,029-78.0% | $5,211-74.6% | $4,869-72.8% |
| Participant deferral / active EE | $1,595 | $6,958-77.1% | $6,282-74.6% | $5,287-69.8% |
| Admin fee / account holder | $3,280 | $11,765-72.1% | $9,324-64.8% | $10,133-67.6% |