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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 | $44,863 | $82,979-45.9% | $102,412-56.2% | $77,736-42.3% |
| Participation rate | 31.2% | 71.5%-40.3pp | 74.5%-43.3pp | 70.6%-39.4pp |
| Annual return | 12.76% | 19.11%-6.4pp | 24.94%-12.2pp | 31.26%-18.5pp |
| Employer contribution / active EE | $1,330 | $3,554-62.6% | $3,870-65.6% | $2,728-51.2% |
| Participant deferral / active EE | $1,757 | $4,109-57.2% | $5,060-65.3% | $4,651-62.2% |
| Admin fee / account holder | $2,314 | $639+262.4% | $8,388-72.4% | $433+434.1% |