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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 | $42,066 | $91,439-54.0% | $135,974-69.1% | $71,511-41.2% |
| Participation rate | 40.4% | 75.7%-35.2pp | 81.9%-41.5pp | 67.9%-27.5pp |
| Annual return | 17.38% | 29.90%-12.5pp | 68.30%-50.9pp | 28.86%-11.5pp |
| Employer contribution / active EE | $1,232 | $3,705-66.7% | $4,859-74.6% | $2,589-52.4% |
| Participant deferral / active EE | $2,024 | $7,093-71.5% | $7,760-73.9% | $4,291-52.8% |
| Admin fee / account holder | $4,785 | $1,267+277.7% | $10,767-55.6% | $1,588+201.2% |