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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 | $53,090 | $80,985-34.4% | $96,576-45.0% | $75,181-29.4% |
| Participation rate | 53.4% | 71.8%-18.3pp | 76.0%-22.5pp | 67.2%-13.8pp |
| Annual return | 13.35% | 27.05%-13.7pp | 25.87%-12.5pp | 160.69%-147.3pp |
| Employer contribution / active EE | $1,055 | $2,282-53.8% | $2,965-64.4% | $2,671-60.5% |
| Participant deferral / active EE | $1,461 | $3,929-62.8% | $4,851-69.9% | $4,126-64.6% |
| Admin fee / account holder | $1,329 | $6,719-80.2% | $8,253-83.9% | $5,650-76.5% |