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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 | $25,353 | $81,457-68.9% | $103,378-75.5% | $80,911-68.7% |
| Participation rate | 52.8% | 66.8%-14.1pp | 74.5%-21.7pp | 67.6%-14.9pp |
| Annual return | 10.87% | 25.58%-14.7pp | 24.91%-14.0pp | 35.63%-24.8pp |
| Employer contribution / active EE | $1,082 | $3,107-65.2% | $3,870-72.1% | $2,756-60.7% |
| Participant deferral / active EE | $1,425 | $3,871-63.2% | $5,058-71.8% | $4,297-66.8% |
| Admin fee / account holder | $2,121 | $6,717-68.4% | $8,401-74.8% | $6,935-69.4% |