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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 | $57,201 | $93,617-38.9% | $135,982-57.9% | $75,177-23.9% |
| Participation rate | 34.1% | 75.2%-41.1pp | 81.9%-47.8pp | 67.2%-33.1pp |
| Annual return | 15.57% | 30.89%-15.3pp | 68.32%-52.8pp | 160.75%-145.2pp |
| Employer contribution / active EE | $1,223 | $3,538-65.4% | $4,859-74.8% | $2,671-54.2% |
| Participant deferral / active EE | $2,333 | $6,406-63.6% | $7,760-69.9% | $4,126-43.5% |
| Admin fee / account holder | $305 | $6,980-95.6% | $10,767-97.2% | $5,651-94.6% |