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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 | $37,453 | $93,598-60.0% | $135,974-72.5% | $75,173-50.2% |
| Participation rate | 58.1% | 75.2%-17.1pp | 81.9%-23.8pp | 67.2%-9.1pp |
| Annual return | 19.07% | 30.89%-11.8pp | 68.30%-49.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $1,344 | $3,538-62.0% | $4,859-72.3% | $2,671-49.7% |
| Participant deferral / active EE | $2,336 | $6,405-63.5% | $7,760-69.9% | $4,126-43.4% |
| Admin fee / account holder | $2,294 | $6,978-67.1% | $10,767-78.7% | $5,651-59.4% |