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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 | $138,328 | $199,109-30.5% | $173,730-20.4% | $154,746-10.6% |
| Participation rate | 54.5% | 82.8%-28.3pp | 79.6%-25.0pp | 80.7%-26.2pp |
| Annual return | 12.64% | 20.02%-7.4pp | 19.96%-7.3pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,298 | $5,311-75.6% | $4,577-71.6% | $4,379-70.4% |
| Participant deferral / active EE | $2,183 | $7,113-69.3% | $6,326-65.5% | $6,730-67.6% |
| Admin fee / account holder | $1,737 | $20,916-91.7% | $17,523-90.1% | $14,365-87.9% |