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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 | $63,833 | $83,061-23.1% | $126,068-49.4% | $94,015-32.1% |
| Participation rate | 48.7% | 81.2%-32.4pp | 84.7%-36.0pp | 70.8%-22.1pp |
| Annual return | 32.75% | 20.41%+12.3pp | 15.01%+17.7pp | 17.84%+14.9pp |
| Employer contribution / active EE | $1,026 | $2,864-64.2% | $3,968-74.1% | $2,790-63.2% |
| Participant deferral / active EE | $3,219 | $7,042-54.3% | $8,214-60.8% | $4,249-24.2% |
| Admin fee / account holder | $2,111 | $7,208-70.7% | $18,264-88.4% | $8,951-76.4% |