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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 | $41,064 | $106,524-61.5% | $152,301-73.0% | $87,485-53.1% |
| Participation rate | 39.1% | 75.8%-36.6pp | 82.4%-43.3pp | 68.9%-29.8pp |
| Annual return | 18.50% | 26.89%-8.4pp | 80.50%-62.0pp | 26.06%-7.6pp |
| Employer contribution / active EE | $1,137 | $3,371-66.3% | $4,624-75.4% | $2,596-56.2% |
| Participant deferral / active EE | $2,132 | $6,525-67.3% | $8,004-73.4% | $4,274-50.1% |
| Admin fee / account holder | $1,160 | $8,287-86.0% | $14,398-91.9% | $7,775-85.1% |