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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 | $42,798 | $107,421-60.2% | $182,262-76.5% | $94,015-54.5% |
| Participation rate | 60.9% | 77.8%-16.9pp | 84.2%-23.3pp | 70.8%-10.0pp |
| Annual return | 16.22% | 21.32%-5.1pp | 140.60%-124.4pp | 17.84%-1.6pp |
| Employer contribution / active EE | $1,433 | $3,448-58.4% | $5,046-71.6% | $2,790-48.6% |
| Participant deferral / active EE | $2,399 | $6,558-63.4% | $8,276-71.0% | $4,249-43.5% |
| Admin fee / account holder | $2,550 | $8,692-70.7% | $16,712-84.7% | $8,951-71.5% |