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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 | $46,968 | $95,404-50.8% | $113,397-58.6% | $82,637-43.2% |
| Participation rate | 60.7% | 72.8%-12.1pp | 76.5%-15.8pp | 68.1%-7.3pp |
| Annual return | 23.62% | 19.08%+4.5pp | 23.20%+0.4pp | 53.51%-29.9pp |
| Employer contribution / active EE | $1,692 | $2,307-26.6% | $2,977-43.2% | $2,552-33.7% |
| Participant deferral / active EE | $1,850 | $4,220-56.2% | $5,076-63.6% | $4,126-55.2% |
| Admin fee / account holder | $3,897 | $9,168-57.5% | $11,957-67.4% | $7,339-46.9% |